Everstar Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Everstar Asset Management’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356K	Hold	6,100	–	–	0.17%	140
2026 Q1	$360K	Hold	6,100	–	–	0.19%	134
2025 Q4	$337K	Hold	6,100	–	–	0.18%	142
2025 Q3	$344K	Hold	6,100	–	–	0.2%	138
2025 Q2	$321K	Hold	6,100	–	–	0.2%	139
2025 Q1	$311K	Hold	6,100	–	–	0.21%	132
2024 Q4	$297K	Sell	6,100 -1,200	-16%	-$61.2K	0.21%	127
2024 Q3	$378K	Buy	+7,300	New	+$349K	0.26%	115

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Everstar Asset Management's FUTY Position: Q2 2026 in Review

Everstar Asset Management held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 6,100 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #140.

Everstar Asset Management first reported a position in FUTY in Q3 2024 and has held it in 8 quarters since. The position peaked at $378K in Q3 2024. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Everstar Asset Management held 6,100 shares of Fidelity MSCI Utilities Index ETF worth $356K as of Q2 2026.
Everstar Asset Management left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.17% of Everstar Asset Management's portfolio in Q2 2026, its #140 holding.
Everstar Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $378K in Q3 2024.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.