EWM
FENI icon

Evermay Wealth Management’s Fidelity Enhanced International ETF FENI Stock Holding History

Evermay Wealth Management’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
2025
Q1 		– Sell
-211
Closed -$5.81K – 590
2024
Q4 		$5.81K Hold
211
– – ﹤0.01% 483
2024
Q3 		$6.39K Buy
+211
New +$6.13K ﹤0.01% 492

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evermay Wealth Management's FENI Position: Q1 2025 in Review

Evermay Wealth Management sold out of Fidelity Enhanced International ETF (FENI) in Q1 2025, closing a stake of 211 shares — an estimated $5.81K sold.

Evermay Wealth Management first reported a position in FENI in Q3 2024 and held it in 2 quarters. The position peaked at $6.39K in Q3 2024. 170 funds tracked by Wall St. Rank hold FENI as of Q1 2025.

  • Evermay Wealth Management reported no remaining Fidelity Enhanced International ETF position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 211 Fidelity Enhanced International ETF shares in Q1 2025, an estimated $5.81K.
  • Evermay Wealth Management first reported a position in Fidelity Enhanced International ETF in Q3 2024 and held it in 2 quarters.
  • Evermay Wealth Management's Fidelity Enhanced International ETF position peaked at $6.39K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.