Independent Order of Foresters’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Independent Order of Foresters’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
2024 Q4	–	Sell	-35,987	Closed	-$1.98M	–	3
2024 Q3	$1.98M	Hold	35,987	–	–	1.14%	8
2024 Q2	$1.88M	Hold	35,987	–	–	1.16%	9
2024 Q1	$1.78M	Sell	35,987 -3,276	-8%	-$155K	1.13%	9
2023 Q4	$1.75M	Hold	39,263	–	–	1.12%	9
2023 Q3	$1.56M	Hold	39,263	–	–	1.11%	9
2023 Q2	$1.58M	Hold	39,263	–	–	1.08%	9
2023 Q1	$1.44M	Hold	39,263	–	–	1.06%	9
2022 Q4	$1.22M	Hold	39,263	–	–	0.98%	11
2022 Q3	$1.23M	Hold	39,263	–	–	1.05%	10
2022 Q2	$1.4M	Sell	39,263 -6,025	-13%	-$237K	1.14%	9
2022 Q1	$2.06M	Hold	45,288	–	–	1.21%	8
2021 Q4	$2.33M	Hold	45,288	–	–	1.29%	8
2021 Q3	$2.42M	Sell	45,288 -2,541	-5%	-$140K	1.45%	7
2021 Q2	$2.61M	Hold	47,829	–	–	1.47%	6
2021 Q1	$2.36M	Sell	47,829 -5,302	-10%	-$256K	1.43%	6
2020 Q4	$2.42M	Hold	53,131	–	–	1.42%	7
2020 Q3	$2.05M	Hold	53,131	–	–	1.39%	7
2020 Q2	$1.88M	Buy	+53,131	New	+$1.79M	1.37%	7

Other funds holding FCOM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Independent Order of Foresters's FCOM Position: Q4 2024 in Review

Independent Order of Foresters sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2024, closing a stake of 35,987 shares — an estimated $1.98M sold.

Independent Order of Foresters first reported a position in FCOM in Q2 2020 and held it in 18 quarters. The position peaked at $2.61M in Q2 2021. 184 funds tracked by Wall St. Rank hold FCOM as of Q4 2024.

Independent Order of Foresters reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2024 after selling out during the quarter.
Independent Order of Foresters sold 35,987 Fidelity MSCI Communication Services Index ETF shares in Q4 2024, an estimated $1.98M.
Independent Order of Foresters first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2020 and held it in 18 quarters.
Independent Order of Foresters's Fidelity MSCI Communication Services Index ETF position peaked at $2.61M in Q2 2021.
184 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2024.

Based on Independent Order of Foresters's 13F filing for Q4 2024, filed 12 Feb 2025.