Guerra Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Guerra Advisors’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.5M	Buy	148,557 +18,917	+15%	+$1.28M	3.9%	5
2025 Q2	$8.4M	Sell	129,640 -44,591	-26%	-$2.6M	3.97%	5
2025 Q1	$9.8M	Sell	174,231 -4,630	-3%	-$279K	5.49%	6
2024 Q4	$10.5M	Buy	+178,861	New	+$10.3M	5.82%	6

Other funds holding FCOM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guerra Advisors's FCOM Position: Q3 2025 in Review

Guerra Advisors increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 15% in Q3 2025, buying an estimated $1.28M and bringing the position to 148,557 shares worth $10.5M. The position accounts for 3.9% of the portfolio, ranked #5.

Guerra Advisors first reported a position in FCOM in Q4 2024 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold FCOM as of Q3 2025.

Guerra Advisors held 148,557 shares of Fidelity MSCI Communication Services Index ETF worth $10.5M as of Q3 2025.
Guerra Advisors bought 18,917 Fidelity MSCI Communication Services Index ETF shares in Q3 2025, an estimated $1.28M.
Fidelity MSCI Communication Services Index ETF made up 3.9% of Guerra Advisors's portfolio in Q3 2025, its #5 holding.
Guerra Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2024 and has held it in 4 quarters since.
191 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.