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Evergreen Private Wealth’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Evergreen Private Wealth’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.7M Buy
126,854
+1,639
+1% +$81K 2.48% 13
2026
Q1 		$5.6M Sell
125,215
-2,352
-2% -$108K 2.26% 18
2025
Q4 		$5.63M Buy
127,567
+6,813
+6% +$299K 2.22% 22
2025
Q3 		$5.31M Sell
120,754
-2,198
-2% -$94.5K 2.15% 20
2025
Q2 		$5.1M Buy
122,952
+5,062
+4% +$200K 2.14% 21
2025
Q1 		$4.62M Buy
117,890
+1,232
+1% +$50.6K 2.16% 19
2024
Q4 		$4.8M Sell
116,658
-390
-0.3% -$16.6K 2.25% 18
2024
Q3 		$4.85M Buy
117,048
+1,070
+0.9% +$42.4K 2.25% 19
2024
Q2 		$4.37M Buy
115,978
+1,948
+2% +$73.4K 2.15% 19
2024
Q1 		$4.43M Buy
114,030
+14,974
+15% +$550K 2.22% 18
2023
Q4 		$3.59M Buy
+99,056
New +$3.27M 1.93% 21

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Evergreen Private Wealth increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 1.3% in Q2 2026, buying an estimated $81K and bringing the position to 126,854 shares worth $6.7M. The position accounts for 2.48% of the portfolio, ranked #13.

Evergreen Private Wealth first reported a position in FSMD in Q4 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Evergreen Private Wealth held 126,854 shares of Fidelity Small-Mid Multifactor ETF worth $6.7M as of Q2 2026.
  • Evergreen Private Wealth bought 1,639 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $81K.
  • Fidelity Small-Mid Multifactor ETF made up 2.48% of Evergreen Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Evergreen Private Wealth first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2023 and has held it in 11 quarters since.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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