IC
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IEQ Capital’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

IEQ Capital’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$276K Hold
3,603
– – ﹤0.01% 1683
2026
Q1 		$253K Hold
3,603
– – ﹤0.01% 1594
2025
Q4 		$280K Hold
3,603
– – ﹤0.01% 1561
2025
Q3 		$275K Buy
+3,603
New +$271K ﹤0.01% 1558

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IEQ Capital's FNCL Position: Q2 2026 in Review

IEQ Capital held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 3,603 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

IEQ Capital first reported a position in FNCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q4 2025. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • IEQ Capital held 3,603 shares of Fidelity MSCI Financials Index ETF worth $276K as of Q2 2026.
  • IEQ Capital left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Financials Index ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1683 holding.
  • IEQ Capital first reported a position in Fidelity MSCI Financials Index ETF in Q3 2025 and has held it in 4 quarters since.
  • IEQ Capital's Fidelity MSCI Financials Index ETF position peaked at $280K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.