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Fisher Asset Management’s
Freedom Day Dividend ETF
MBOX
Stock Holding History
Fisher Asset Management’s Portfolio
MBOX Stock Details
MBOX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-35,000
Closed
-$1.17M
–
1057
2025
Q2
$1.17M
Buy
+35,000
New
+$1.14M
﹤0.01%
676
Other funds holding MBOX
FDS
Freedom Day Solutions
Houston, Texas
$373M AUM
19.93%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
EFG
Ethos Financial Group
King Of Prussia, Pennsylvania
$1.37B AUM
19.43%
1-Year Est. Return
LSIA
LaSalle St. Investment Advisors
Elmhurst, Illinois
$710M AUM
19.7%
1-Year Est. Return
SC
Sapient Capital
Indianapolis, Indiana
$7.64B AUM
51.51%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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