Independence Financial Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

Independence Financial 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 Q2	$13.2M	Buy	328,715 +24,952	+8%	+$987K	3.42%	10
2026 Q1	$11.3M	Sell	303,763 -3,608	-1%	-$139K	3.39%	13
2025 Q4	$11.2M	Buy	307,371 +10,893	+4%	+$390K	3.09%	15
2025 Q3	$10.5M	Buy	296,478 +4,263	+1%	+$145K	3.19%	17
2025 Q2	$9.72M	Buy	+292,215	New	+$9.14M	3.78%	12

Other funds holding FENI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Independence Financial Advisors increased its Fidelity Enhanced International ETF (FENI) stake by 8.2% in Q2 2026, buying an estimated $987K and bringing the position to 328,715 shares worth $13.2M. The position accounts for 3.42% of the portfolio, ranked #10.

Independence Financial Advisors first reported a position in FENI in Q2 2025 and has held it in 5 quarters since. 425 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

Independence Financial Advisors held 328,715 shares of Fidelity Enhanced International ETF worth $13.2M as of Q2 2026.
Independence Financial Advisors bought 24,952 Fidelity Enhanced International ETF shares in Q2 2026, an estimated $987K.
Fidelity Enhanced International ETF made up 3.42% of Independence Financial Advisors's portfolio in Q2 2026, its #10 holding.
Independence Financial Advisors first reported a position in Fidelity Enhanced International ETF in Q2 2025 and has held it in 5 quarters since.
425 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

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