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Evergreen Wealth Solutions’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Evergreen Wealth Solutions’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
3,715
-778
-17% -$203K 0.06% 195
2026
Q1 		$935K Buy
4,493
+214
+5% +$47K 0.07% 169
2025
Q4 		$961K Buy
4,279
+400
+10% +$90.6K 0.13% 78
2025
Q3 		$862K Buy
3,879
+57
+1% +$11.9K 0.49% 41
2025
Q2 		$754K Buy
3,822
+1,580
+70% +$273K 0.45% 42
2025
Q1 		$362K Buy
2,242
+952
+74% +$171K 0.24% 77
2024
Q4 		$238K Buy
+1,290
New +$236K 0.17% 92
2024
Q3 		– Sell
-2,065
Closed -$354K – 114
2024
Q2 		$354K Sell
2,065
-255
-11% -$40.3K 0.25% 80
2024
Q1 		$362K Sell
2,320
-1,220
-34% -$184K 0.27% 77
2023
Q4 		$508K Sell
3,540
-330
-9% -$43.7K 0.43% 60
2023
Q3 		$476K Sell
3,870
-995
-20% -$128K 0.48% 61
2023
Q2 		$636K Sell
4,865
-2,745
-36% -$326K 0.64% 45
2023
Q1 		$867K Sell
7,610
-859
-10% -$89.8K 1% 34
2022
Q4 		$800K Sell
8,469
-416
-5% -$40.2K 1.06% 31
2022
Q3 		$808K Buy
8,885
+394
+5% +$41K 1.15% 30
2022
Q2 		$819K Buy
8,491
+4,813
+131% +$513K 1% 32
2022
Q1 		$453K Buy
+3,678
New +$446K 0.44% 50

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Evergreen Wealth Solutions's FTEC Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 17% in Q2 2026, selling an estimated $203K and leaving 3,715 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #195.

Evergreen Wealth Solutions first reported a position in FTEC in Q1 2022 and has held it in 17 quarters since. 660 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Evergreen Wealth Solutions held 3,715 shares of Fidelity MSCI Information Technology Index ETF worth $1.09M as of Q2 2026.
  • Evergreen Wealth Solutions sold 778 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $203K.
  • Fidelity MSCI Information Technology Index ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #195 holding.
  • Evergreen Wealth Solutions first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2022 and has held it in 17 quarters since.
  • 660 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.