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

Evergreen Wealth Solutions’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
2025
Q4 		– Sell
-2,665
Closed -$218K – 224
2025
Q3 		$218K Sell
2,665
-25
-0.9% -$2K 0.12% 114
2025
Q2 		$209K Buy
+2,690
New +$192K 0.13% 108

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Evergreen Wealth Solutions's FIDU Position: Q4 2025 in Review

Evergreen Wealth Solutions sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2025, closing a stake of 2,665 shares — an estimated $218K sold.

Evergreen Wealth Solutions first reported a position in FIDU in Q2 2025 and held it in 2 quarters. The position peaked at $218K in Q3 2025. 206 funds tracked by Wall St. Rank hold FIDU as of Q4 2025.

  • Evergreen Wealth Solutions reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2025 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 2,665 Fidelity MSCI Industrials Index ETF shares in Q4 2025, an estimated $218K.
  • Evergreen Wealth Solutions first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2025 and held it in 2 quarters.
  • Evergreen Wealth Solutions's Fidelity MSCI Industrials Index ETF position peaked at $218K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2025.

Based on Evergreen Wealth Solutions's 13F filing for Q4 2025, filed 18 Feb 2026.