Independence Financial Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Independence Financial Advisors’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.9M	Buy	185,438 +15,034	+9%	+$1.09M	3.34%	12
2026 Q1	$11.6M	Buy	170,404 +5,765	+4%	+$415K	3.48%	10
2025 Q4	$12.1M	Buy	164,639 +4,318	+3%	+$306K	3.32%	12
2025 Q3	$11.4M	Buy	160,321 +13,880	+9%	+$938K	3.47%	12
2025 Q2	$9.49M	Sell	146,441 -13,309	-8%	-$775K	3.69%	13
2025 Q1	$8.99M	Buy	+159,750	New	+$9.62M	3.42%	12

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Independence Financial Advisors's FCOM Position: Q2 2026 in Review

Independence Financial Advisors increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 8.8% in Q2 2026, buying an estimated $1.09M and bringing the position to 185,438 shares worth $12.9M. The position accounts for 3.34% of the portfolio, ranked #12.

Independence Financial Advisors first reported a position in FCOM in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Independence Financial Advisors held 185,438 shares of Fidelity MSCI Communication Services Index ETF worth $12.9M as of Q2 2026.
Independence Financial Advisors bought 15,034 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $1.09M.
Fidelity MSCI Communication Services Index ETF made up 3.34% of Independence Financial Advisors's portfolio in Q2 2026, its #12 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.