Forthright Family Wealth Advisory’s Fidelity Emerging Markets Multifactor ETF FDEM Stock Holding History

Forthright Family Wealth Advisory’s Portfolio FDEM Stock Details FDEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-18,164	Closed	-$450K	–	71
2026 Q1	$450K	Buy	+18,164	New	+$599K	0.3%	42
2024 Q3	–	Sell	-21,416	Closed	-$548K	–	69
2024 Q2	$548K	Buy	21,416 +3,252	+18%	+$82.5K	0.35%	40
2024 Q1	$450K	Sell	18,164 -3,591	-17%	-$86.8K	0.3%	42
2023 Q4	$522K	Buy	+21,755	New	+$492K	0.41%	34

Other funds holding FDEM

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

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

KAS

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

NIWA

New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

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

SHFG

S Harris Financial Group San Antonio, Texas $129M AUM

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $138M AUM

Forthright Family Wealth Advisory's FDEM Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of Fidelity Emerging Markets Multifactor ETF (FDEM) in Q2 2026, closing a stake of 18,164 shares — an estimated $450K sold.

Forthright Family Wealth Advisory first reported a position in FDEM in Q4 2023 and held it in 4 quarters. The position peaked at $548K in Q2 2024. 25 funds tracked by Wall St. Rank hold FDEM as of Q2 2026.

Forthright Family Wealth Advisory reported no remaining Fidelity Emerging Markets Multifactor ETF position as of Q2 2026 after selling out during the quarter.
Forthright Family Wealth Advisory sold 18,164 Fidelity Emerging Markets Multifactor ETF shares in Q2 2026, an estimated $450K.
Forthright Family Wealth Advisory first reported a position in Fidelity Emerging Markets Multifactor ETF in Q4 2023 and held it in 4 quarters.
Forthright Family Wealth Advisory's Fidelity Emerging Markets Multifactor ETF position peaked at $548K in Q2 2024.
25 funds tracked by Wall St. Rank held Fidelity Emerging Markets Multifactor ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.