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 Q2	$1.04M	Sell	25,799 -938	-4%	-$37.1K	0.38%	49
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Evergreen Private Wealth's FENI Position: Q2 2026 in Review

Evergreen Private Wealth reduced its Fidelity Enhanced International ETF (FENI) stake by 3.5% in Q2 2026, selling an estimated $37.1K and leaving 25,799 shares worth $1.04M. The position accounts for 0.38% of the portfolio, ranked #49.

Evergreen Private Wealth first reported a position in FENI in Q1 2024 and has held it in 10 quarters since. 428 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

Evergreen Private Wealth held 25,799 shares of Fidelity Enhanced International ETF worth $1.04M as of Q2 2026.
Evergreen Private Wealth sold 938 Fidelity Enhanced International ETF shares in Q2 2026, an estimated $37.1K.
Fidelity Enhanced International ETF made up 0.38% of Evergreen Private Wealth's portfolio in Q2 2026, its #49 holding.
Evergreen Private Wealth first reported a position in Fidelity Enhanced International ETF in Q1 2024 and has held it in 10 quarters since.
428 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.