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Independence Financial Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Independence Financial Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-317,691
Closed -$10.8M – 57
2026
Q1 		$10.8M Buy
+317,691
New +$9.45M 3.24% 15

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Independence Financial Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 317,691 shares — an estimated $10.8M sold.

Independence Financial Advisors first reported a position in FENY in Q1 2026 and held it in 1 quarter. The position peaked at $10.8M in Q1 2026. 245 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Independence Financial Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • Independence Financial Advisors sold 317,691 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $10.8M.
  • Independence Financial Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and held it in 1 quarter.
  • Independence Financial Advisors's Fidelity MSCI Energy Index ETF position peaked at $10.8M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

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