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Evergreen Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Evergreen Advisors’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$5.47K – 80
2026
Q1 		$5.47K Buy
+63
New +$5.67K ﹤0.01% 132

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Evergreen Advisors's FIDU Position: Q2 2026 in Review

Evergreen Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026, closing a stake of 63 shares — an estimated $5.47K sold.

Evergreen Advisors first reported a position in FIDU in Q1 2026 and held it in 1 quarter. The position peaked at $5.47K in Q1 2026. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • Evergreen Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 63 Fidelity MSCI Industrials Index ETF shares in Q2 2026, an estimated $5.47K.
  • Evergreen Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Fidelity MSCI Industrials Index ETF position peaked at $5.47K in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.