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Evergreen Private Wealth’s Fidelity Enhanced International ETF FENI Stock Holding History

Evergreen Private Wealth’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
Q1 		$995K Buy
26,737
+7,098
+36% +$273K 0.4% 49
2025
Q4 		$718K Sell
19,639
-287
-1% -$10.3K 0.28% 50
2025
Q3 		$703K Buy
19,926
+2,822
+16% +$96.1K 0.29% 50
2025
Q2 		$569K Sell
17,104
-1,078
-6% -$33.7K 0.24% 52
2025
Q1 		$541K Buy
18,182
+638
+4% +$18.8K 0.25% 54
2024
Q4 		$483K Buy
17,544
+1,129
+7% +$32.3K 0.23% 55
2024
Q3 		$497K Buy
16,415
+1,214
+8% +$35.3K 0.23% 57
2024
Q2 		$431K Buy
15,201
+6,455
+74% +$184K 0.21% 58
2024
Q1 		$250K Buy
+8,746
New +$238K 0.13% 64

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return