IBEX Wealth Advisors
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IBEX Wealth Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

IBEX Wealth Advisors’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-18,139
Closed -$728K – 221
2026
Q2 		$728K Sell
18,139
-2,674
-13% -$106K 0.06% 136
2026
Q1 		$774K Buy
+20,813
New +$801K 0.07% 129

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

IBEX Wealth Advisors's FENI Position: Q3 2026 in Review

IBEX Wealth Advisors sold out of Fidelity Enhanced International ETF (FENI) in Q3 2026, closing a stake of 18,139 shares — an estimated $728K sold.

IBEX Wealth Advisors first reported a position in FENI in Q1 2026 and held it in 2 quarters. The position peaked at $774K in Q1 2026. 404 funds tracked by Wall St. Rank hold FENI as of Q3 2026.

  • IBEX Wealth Advisors reported no remaining Fidelity Enhanced International ETF position as of Q3 2026 after selling out during the quarter.
  • IBEX Wealth Advisors sold 18,139 Fidelity Enhanced International ETF shares in Q3 2026, an estimated $728K.
  • IBEX Wealth Advisors first reported a position in Fidelity Enhanced International ETF in Q1 2026 and held it in 2 quarters.
  • IBEX Wealth Advisors's Fidelity Enhanced International ETF position peaked at $774K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.