HighMark Wealth 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 Q2	$13.2K	Hold	250	–	–	0.01%	273
2025 Q1	$12.7K	Sell	250 -13	-5%	-$662	0.01%	245
2024 Q4	$12.8K	Buy	263 +163	+163%	+$7.95K	0.01%	255
2024 Q3	$5.18K	Buy	+100	New	+$5.18K	﹤0.01%	399