International Assets Investment Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

International Assets Investment Management’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-35,120	Closed	-$550	–	1175
2024 Q3	$550	Buy	+35,120	New	+$2.16M	﹤0.01%	1318
2021 Q2	–	Sell	-702	Closed	-$30K	–	970
2021 Q1	$30K	Hold	702	–	–	﹤0.01%	1134
2020 Q4	$30K	Buy	+702	New	+$26.8K	0.01%	1015

Other funds holding FNCL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

International Assets Investment Management's FNCL Position: Q4 2024 in Review

International Assets Investment Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2024, closing a stake of 35,120 shares — an estimated $550 sold.

International Assets Investment Management first reported a position in FNCL in Q4 2020 and held it in 3 quarters. The position peaked at $30K in Q1 2021. 246 funds tracked by Wall St. Rank hold FNCL as of Q4 2024.

International Assets Investment Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 35,120 Fidelity MSCI Financials Index ETF shares in Q4 2024, an estimated $550.
International Assets Investment Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2020 and held it in 3 quarters.
International Assets Investment Management's Fidelity MSCI Financials Index ETF position peaked at $30K in Q1 2021.
246 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.