GeoWealth Management’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

GeoWealth Management’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$191K	Buy	+1,922	New	+$180K	0.01%	788

Other funds holding FIDU

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

AWM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

GeoWealth Management's FIDU Position: Q2 2026 in Review

GeoWealth Management opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 1,922 shares worth $191K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings.

240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

GeoWealth Management held 1,922 shares of Fidelity MSCI Industrials Index ETF worth $191K as of Q2 2026.
Fidelity MSCI Industrials Index ETF was a new GeoWealth Management position in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #788 holding.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.