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Global Retirement Partners’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Global Retirement Partners’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Buy
+2,542
New +$188K ﹤0.01% 1597
2025
Q4 		$316K Buy
4,062
+27
+0.7% +$2.04K 0.01% 1217
2025
Q3 		$308K Sell
4,035
-17
-0.4% -$1.28K 0.01% 975
2025
Q2 		$300K Buy
+4,052
New +$281K 0.01% 916
2024
Q4 		$275K Buy
4,003
+2,483
+163% +$171K 0.01% 837
2024
Q3 		$97.1K Buy
1,520
+17
+1% +$1.04K ﹤0.01% 1253
2024
Q2 		$87.1K Hold
1,503
– – ﹤0.01% 1273
2024
Q1 		$89.3K Buy
1,503
+66
+5% +$3.67K ﹤0.01% 1135
2023
Q4 		$75.8K Hold
1,437
– – ﹤0.01% 1178
2023
Q3 		$65.7K Hold
1,437
– – ﹤0.01% 1129
2023
Q2 		$67.6K Hold
1,437
– – ﹤0.01% 1126
2023
Q1 		$63.3K Buy
+1,437
New +$70.4K ﹤0.01% 1130
2020
Q3 		– Sell
-50
Closed -$2K – 1657
2020
Q2 		$2K Hold
50
– – ﹤0.01% 1453
2020
Q1 		$1K Hold
50
– – ﹤0.01% 1484
2019
Q4 		$2K Sell
50
-8,595
-99% -$365K ﹤0.01% 1463
2019
Q3 		$351K Sell
8,645
-159
-2% -$6.38K 0.06% 264
2019
Q2 		$353K Buy
8,804
+1,463
+20% +$57.7K 0.07% 234
2019
Q1 		$275K Sell
7,341
-9,910
-57% -$374K 0.07% 244
2018
Q4 		$596K Sell
17,251
-884
-5% -$33.4K 0.15% 134
2018
Q3 		$731K Sell
18,135
-1,817
-9% -$74.6K 0.17% 122
2018
Q2 		$782K Sell
19,952
-12,868
-39% -$522K 0.2% 107
2018
Q1 		$1.33M Buy
32,820
+2,676
+9% +$112K 0.37% 52
2017
Q4 		$1.23M Buy
30,144
+9,668
+47% +$381K 0.34% 50
2017
Q3 		$777K Sell
20,476
-7,442
-27% -$273K 0.32% 58
2017
Q2 		$1.01M Buy
27,918
+13,097
+88% +$460K 0.48% 37
2017
Q1 		$521K Buy
+14,821
New +$526K 0.29% 80

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Global Retirement Partners's FNCL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026: 2,542 shares worth $195K. The stake represents ﹤0.01% of the portfolio and ranks #1597 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FNCL as recently as Q4 2025.

Global Retirement Partners first reported a position in FNCL in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.33M in Q1 2018. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Global Retirement Partners held 2,542 shares of Fidelity MSCI Financials Index ETF worth $195K as of Q2 2026.
  • Fidelity MSCI Financials Index ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1597 holding.
  • Global Retirement Partners first reported a position in Fidelity MSCI Financials Index ETF in Q1 2017 and has held it in 26 quarters since.
  • Global Retirement Partners's Fidelity MSCI Financials Index ETF position peaked at $1.33M in Q1 2018.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.