Independence Financial Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Independence Financial Advisors’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	$899K	Sell	11,746 -150,856	-93%	-$11.2M	0.23%	32
2026 Q1	$11.4M	Buy	162,602 +11,645	+8%	+$864K	3.43%	12
2025 Q4	$11.7M	Buy	150,957 +4,661	+3%	+$352K	3.23%	13
2025 Q3	$11.2M	Buy	146,296 +1,891	+1%	+$142K	3.4%	13
2025 Q2	$10.7M	Buy	144,405 +4,736	+3%	+$328K	4.16%	11
2025 Q1	$9.71M	Buy	+139,669	New	+$9.9M	3.69%	10

Other funds holding FNCL

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

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

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

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

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

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

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

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

Independence Financial Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 93% in Q2 2026, selling an estimated $11.2M and leaving 11,746 shares worth $899K. The position accounts for 0.23% of the portfolio, ranked #32.

Independence Financial Advisors first reported a position in FNCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.7M in Q4 2025. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Independence Financial Advisors held 11,746 shares of Fidelity MSCI Financials Index ETF worth $899K as of Q2 2026.
Independence Financial Advisors sold 150,856 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $11.2M.
Fidelity MSCI Financials Index ETF made up 0.23% of Independence Financial Advisors's portfolio in Q2 2026, its #32 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's Fidelity MSCI Financials Index ETF position peaked at $11.7M in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

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