Heritage Wealth Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Heritage Wealth Advisors’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.39K	Hold	75	–	–	﹤0.01%	582
2026 Q1	$4.32K	Hold	75	–	–	﹤0.01%	577
2025 Q4	$3.98K	Hold	75	–	–	﹤0.01%	509
2025 Q3	$3.93K	Hold	75	–	–	﹤0.01%	489
2025 Q2	$3.74K	Hold	75	–	–	﹤0.01%	477
2025 Q1	$3.62K	Hold	75	–	–	﹤0.01%	475
2024 Q4	$3.61K	Hold	75	–	–	﹤0.01%	522
2024 Q3	$4.07K	Hold	75	–	–	﹤0.01%	502
2024 Q2	$3.71K	Hold	75	–	–	﹤0.01%	462
2024 Q1	$3.93K	Hold	75	–	–	﹤0.01%	481
2023 Q4	$3.66K	Hold	75	–	–	﹤0.01%	492
2023 Q3	$3.31K	Hold	75	–	–	﹤0.01%	448
2023 Q2	$3.5K	Hold	75	–	–	﹤0.01%	484
2023 Q1	$3.42K	Hold	75	–	–	﹤0.01%	490
2022 Q4	$3.27K	Hold	75	–	–	﹤0.01%	492
2022 Q3	$2.85K	Hold	75	–	–	﹤0.01%	470
2022 Q2	$3K	Hold	75	–	–	﹤0.01%	512
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	479
2021 Q4	$4K	Buy	+75	New	+$3.61K	﹤0.01%	491

Other funds holding FMAT

AWM

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Heritage Wealth Advisors's FMAT Position: Q2 2026 in Review

Heritage Wealth Advisors held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q2 2026 at 75 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Heritage Wealth Advisors first reported a position in FMAT in Q4 2021 and has held it in 19 quarters since. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Heritage Wealth Advisors held 75 shares of Fidelity MSCI Materials Index ETF worth $4.39K as of Q2 2026.
Heritage Wealth Advisors left its Fidelity MSCI Materials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Materials Index ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #582 holding.
Heritage Wealth Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q4 2021 and has held it in 19 quarters since.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.