IAN
FENY icon

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
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return