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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

Storgate Dallas, Texas $482M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SFA

Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return

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

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

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. 80 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.
80 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.