Integrated Advisors Network’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Integrated Advisors Network’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
2025 Q2	–	Sell	-31,025	Closed	-$793K	–	761
2025 Q1	$793K	Sell	31,025 -16,377	-35%	-$407K	0.04%	359
2024 Q4	$1.13M	Buy	47,402 +5,187	+12%	+$130K	0.05%	289
2024 Q3	$1.02M	Sell	42,215 -1,855	-4%	-$45.6K	0.05%	312
2024 Q2	$1.11M	Buy	44,070 +7,134	+19%	+$182K	0.06%	289
2024 Q1	$956K	Buy	36,936 +5,040	+16%	+$119K	0.05%	318
2023 Q4	$735K	Buy	31,896 +11,005	+53%	+$259K	0.04%	344
2023 Q3	$520K	Buy	20,891 +7,710	+58%	+$185K	0.03%	407
2023 Q2	$292K	Buy	+13,181	New	+$291K	0.02%	548
2023 Q1	–	Sell	-10,067	Closed	-$240K	–	676
2022 Q4	$240K	Buy	+10,067	New	+$240K	0.02%	551
2020 Q2	–	Sell	-23,565	Closed	-$177K	–	452
2020 Q1	$177K	Hold	23,565	–	–	0.03%	355
2019 Q4	$377K	Buy	+23,565	New	+$370K	0.05%	281

Other funds holding FENY

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

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Integrated Advisors Network's FENY Position: Q2 2025 in Review

Integrated Advisors Network sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2025, closing a stake of 31,025 shares — an estimated $793K sold.

Integrated Advisors Network first reported a position in FENY in Q4 2019 and held it in 11 quarters. The position peaked at $1.13M in Q4 2024. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2025.

Integrated Advisors Network reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2025 after selling out during the quarter.
Integrated Advisors Network sold 31,025 Fidelity MSCI Energy Index ETF shares in Q2 2025, an estimated $793K.
Integrated Advisors Network first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and held it in 11 quarters.
Integrated Advisors Network's Fidelity MSCI Energy Index ETF position peaked at $1.13M in Q4 2024.
203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2025.

Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.