GeoWealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-29,159	Closed	-$1.42M	–	1340
2024 Q4	$1.42M	Buy	29,159 +777	+3%	+$37.9K	0.05%	230
2024 Q3	$1.47M	Buy	+28,382	New	+$1.47M	0.05%	232