Evermay Wealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Evermay Wealth Management’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
2026 Q2	$1.2K	Hold	12	–	–	﹤0.01%	611
2026 Q1	$1.04K	Hold	12	–	–	﹤0.01%	562
2025 Q4	$990	Hold	12	–	–	﹤0.01%	535
2025 Q3	$984	Hold	12	–	–	﹤0.01%	513
2025 Q2	$931	Hold	12	–	–	﹤0.01%	525
2025 Q1	$822	Hold	12	–	–	﹤0.01%	536
2024 Q4	$844	Buy	+12	New	+$885	﹤0.01%	531

Other funds holding FIDU

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Evermay Wealth Management's FIDU Position: Q2 2026 in Review

Evermay Wealth Management held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 12 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Evermay Wealth Management first reported a position in FIDU in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

Evermay Wealth Management held 12 shares of Fidelity MSCI Industrials Index ETF worth $1.2K as of Q2 2026.
Evermay Wealth Management left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Industrials Index ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #611 holding.
Evermay Wealth Management first reported a position in Fidelity MSCI Industrials Index ETF in Q4 2024 and has held it in 7 quarters since.
73 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.