Intergy Private Wealth’s Fidelity Emerging Markets Multifactor ETF FDEM Stock Holding History

Intergy Private Wealth’s Portfolio FDEM Stock Details FDEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Hold	7,104	–	–	0.06%	116
2026 Q1	$224K	Hold	7,104	–	–	0.07%	111
2025 Q4	$219K	Hold	7,104	–	–	0.07%	105
2025 Q3	$214K	Buy	+7,104	New	+$207K	0.07%	102
2022 Q3	–	Sell	-31,586	Closed	-$683K	–	63
2022 Q2	$683K	Buy	+31,586	New	+$733K	0.54%	31

Other funds holding FDEM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFG

Cassilly Financial Group Severna Park, Maryland $138M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

Intergy Private Wealth's FDEM Position: Q2 2026 in Review

Intergy Private Wealth held its Fidelity Emerging Markets Multifactor ETF (FDEM) position steady in Q2 2026 at 7,104 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #116.

Intergy Private Wealth first reported a position in FDEM in Q2 2022 and has held it in 5 quarters since. The position peaked at $683K in Q2 2022. 11 funds tracked by Wall St. Rank hold FDEM as of Q2 2026.

Intergy Private Wealth held 7,104 shares of Fidelity Emerging Markets Multifactor ETF worth $258K as of Q2 2026.
Intergy Private Wealth left its Fidelity Emerging Markets Multifactor ETF share count unchanged in Q2 2026.
Fidelity Emerging Markets Multifactor ETF made up 0.06% of Intergy Private Wealth's portfolio in Q2 2026, its #116 holding.
Intergy Private Wealth first reported a position in Fidelity Emerging Markets Multifactor ETF in Q2 2022 and has held it in 5 quarters since.
Intergy Private Wealth's Fidelity Emerging Markets Multifactor ETF position peaked at $683K in Q2 2022.
11 funds tracked by Wall St. Rank held Fidelity Emerging Markets Multifactor ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.