IIM
FNCL icon

IFC & Insurance Marketing’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-863
Closed -$67K – 268
2025
Q4 		$67K Buy
+863
New +$65.2K 0.07% 143

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

IFC & Insurance Marketing's FNCL Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 863 shares — an estimated $67K sold.

IFC & Insurance Marketing first reported a position in FNCL in Q4 2025 and held it in 1 quarter. The position peaked at $67K in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 863 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $67K.
  • IFC & Insurance Marketing first reported a position in Fidelity MSCI Financials Index ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Fidelity MSCI Financials Index ETF position peaked at $67K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.