Integrated Wealth Concepts’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Integrated Wealth Concepts’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	$136K	Buy	+4,599	New	+$146K	﹤0.01%	2586

Other funds holding FENY

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

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

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

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Integrated Wealth Concepts's FENY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2026: 4,599 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #2586 among its holdings.

246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Integrated Wealth Concepts held 4,599 shares of Fidelity MSCI Energy Index ETF worth $136K as of Q2 2026.
Fidelity MSCI Energy Index ETF was a new Integrated Wealth Concepts position in Q2 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2586 holding.
246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.