Greenleaf Trust’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Greenleaf Trust’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Sell	1,529 -9	-0.6%	-$2.35K	﹤0.01%	556
2026 Q1	$320K	Buy	1,538 +358	+30%	+$78.6K	﹤0.01%	629
2025 Q4	$265K	Hold	1,180	–	–	﹤0.01%	697
2025 Q3	$262K	Hold	1,180	–	–	﹤0.01%	693
2025 Q2	$233K	Sell	1,180 -107	-8%	-$18.5K	﹤0.01%	720
2025 Q1	$208K	Hold	1,287	–	–	﹤0.01%	763
2024 Q4	$238K	Hold	1,287	–	–	﹤0.01%	728
2024 Q3	$225K	Sell	1,287 -78	-6%	-$13.2K	﹤0.01%	764
2024 Q2	$234K	Buy	+1,365	New	+$216K	﹤0.01%	705

Other funds holding FTEC

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Greenleaf Trust's FTEC Position: Q2 2026 in Review

Greenleaf Trust reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 0.59% in Q2 2026, selling an estimated $2.35K and leaving 1,529 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Greenleaf Trust first reported a position in FTEC in Q2 2024 and has held it in 9 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Greenleaf Trust held 1,529 shares of Fidelity MSCI Information Technology Index ETF worth $437K as of Q2 2026.
Greenleaf Trust sold 9 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $2.35K.
Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #556 holding.
Greenleaf Trust first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2024 and has held it in 9 quarters since.
654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.