Fidelity Investments
IEFN

Fidelity Investments’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Fidelity Investments’s Portfolio IEFN Stock Details IEFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1
Closed – – 5711
2022
Q1 		$0 Buy
+1
New +$33 ﹤0.01% 5695

Other funds holding IEFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $498M AUM 34.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
SAS
Sanford Advisory Services Portage, Michigan $420M AUM 15.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Fidelity Investments's IEFN Position: Q2 2022 in Review

Fidelity Investments sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q2 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in IEFN in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 12 funds tracked by Wall St. Rank hold IEFN as of Q2 2022.

  • Fidelity Investments reported no remaining iShares Evolved U.S. Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Fidelity Investments sold 1 iShares Evolved U.S. Financials ETF share in Q2 2022.
  • Fidelity Investments first reported a position in iShares Evolved U.S. Financials ETF in Q1 2022 and held it in 1 quarter.
  • Fidelity Investments's iShares Evolved U.S. Financials ETF position peaked at $0 in Q1 2022.
  • 12 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q2 2022.

Based on Fidelity Investments's 13F filing for Q2 2022, filed 12 Aug 2022.