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Everest Financial Group’s Fidelity Enhanced International ETF FENI Stock Holding History

Everest Financial Group’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.95M Sell
73,485
-18,805
-20% -$744K 0.4% 48
2026
Q1 		$3.43M Buy
+92,290
New +$3.55M 0.57% 41

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Everest Financial Group's FENI Position: Q2 2026 in Review

Everest Financial Group reduced its Fidelity Enhanced International ETF (FENI) stake by 20% in Q2 2026, selling an estimated $744K and leaving 73,485 shares worth $2.95M. The position accounts for 0.4% of the portfolio, ranked #48.

Everest Financial Group first reported a position in FENI in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.43M in Q1 2026. 424 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

  • Everest Financial Group held 73,485 shares of Fidelity Enhanced International ETF worth $2.95M as of Q2 2026.
  • Everest Financial Group sold 18,805 Fidelity Enhanced International ETF shares in Q2 2026, an estimated $744K.
  • Fidelity Enhanced International ETF made up 0.4% of Everest Financial Group's portfolio in Q2 2026, its #48 holding.
  • Everest Financial Group first reported a position in Fidelity Enhanced International ETF in Q1 2026 and has held it in 2 quarters since.
  • Everest Financial Group's Fidelity Enhanced International ETF position peaked at $3.43M in Q1 2026.
  • 424 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.