Freedom Investment Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Freedom Investment Management’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,835	Closed	-$208K	–	774
2024 Q3	$208K	Buy	+3,835	New	+$197K	0.02%	705
2024 Q2	–	Sell	-4,779	Closed	-$250K	–	818
2024 Q1	$250K	Sell	4,779 -2,424	-34%	-$118K	0.02%	665
2023 Q4	$351K	Sell	7,203 -17,590	-71%	-$791K	0.03%	542
2023 Q3	$1.1M	Buy	24,793 +63	+0.3%	+$2.92K	0.13%	184
2023 Q2	$1.15M	Sell	24,730 -508	-2%	-$22.7K	0.13%	204
2023 Q1	$1.15M	Sell	25,238 -140,230	-85%	-$6.43M	0.13%	205
2022 Q4	$7.22M	Sell	165,468 -3,317	-2%	-$143K	0.81%	9
2022 Q3	$6.42M	Sell	168,785 -2,854	-2%	-$120K	0.74%	13
2022 Q2	$7.04M	Buy	171,639 +142,773	+495%	+$6.69M	0.75%	12
2022 Q1	$1.43M	Buy	+28,866	New	+$1.38M	0.13%	206

Other funds holding FMAT

AWM

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Freedom Investment Management's FMAT Position: Q4 2024 in Review

Freedom Investment Management sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q4 2024, closing a stake of 3,835 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in FMAT in Q1 2022 and held it in 10 quarters. The position peaked at $7.22M in Q4 2022. 111 funds tracked by Wall St. Rank hold FMAT as of Q4 2024.

Freedom Investment Management reported no remaining Fidelity MSCI Materials Index ETF position as of Q4 2024 after selling out during the quarter.
Freedom Investment Management sold 3,835 Fidelity MSCI Materials Index ETF shares in Q4 2024, an estimated $208K.
Freedom Investment Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2022 and held it in 10 quarters.
Freedom Investment Management's Fidelity MSCI Materials Index ETF position peaked at $7.22M in Q4 2022.
111 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.