EverSource Wealth Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

EverSource Wealth Advisors’s Portfolio FESM Stock Details FESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$58.6K	Buy	1,214 +3	+0.2%	+$132	﹤0.01%	1671
2026 Q1	$46K	Buy	1,211 +3	+0.2%	+$118	﹤0.01%	1955
2025 Q4	$45.7K	Buy	1,208 +2	+0.2%	+$75	﹤0.01%	1800
2025 Q3	$44.1K	Buy	1,206 +2	+0.2%	+$69	﹤0.01%	1792
2025 Q2	$38.5K	Buy	1,204 +1	+0.1%	+$30	﹤0.01%	1795
2025 Q1	$35.5K	Buy	1,203 +6	+0.5%	+$192	﹤0.01%	1408
2024 Q4	$38.7K	Buy	1,197 +6	+0.5%	+$201	﹤0.01%	1302
2024 Q3	$38.3K	Buy	1,191 +2	+0.2%	+$62	﹤0.01%	1180
2024 Q2	$38.2K	Buy	1,189 +2	+0.2%	+$58	﹤0.01%	1220
2024 Q1	$33.2K	Buy	1,187 +4	+0.3%	+$114	﹤0.01%	1145
2023 Q4	$33.3K	Buy	+1,183	New	+$31.3K	﹤0.01%	1055

Other funds holding FESM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EverSource Wealth Advisors's FESM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 0.25% in Q2 2026, buying an estimated $132 and bringing the position to 1,214 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

EverSource Wealth Advisors first reported a position in FESM in Q4 2023 and has held it in 11 quarters since. 257 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

EverSource Wealth Advisors held 1,214 shares of Fidelity Enhanced Small Cap Core ETF worth $58.6K as of Q2 2026.
EverSource Wealth Advisors bought 3 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $132.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1671 holding.
EverSource Wealth Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q4 2023 and has held it in 11 quarters since.
257 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.