Facet Wealth Inc’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Facet Wealth Inc’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	$268K	Buy	+5,540	New	+$244K	﹤0.01%	328

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

Facet Wealth Inc's FESM Position: Q2 2026 in Review

Facet Wealth Inc opened a new position in Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2026: 5,540 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings.

256 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

Facet Wealth Inc held 5,540 shares of Fidelity Enhanced Small Cap Core ETF worth $268K as of Q2 2026.
Fidelity Enhanced Small Cap Core ETF was a new Facet Wealth Inc position in Q2 2026.
Fidelity Enhanced Small Cap Core ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #328 holding.
256 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

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