Investmark Advisory Group’s Fidelity Emerging Markets Multifactor ETF FDEM Stock Holding History

Investmark Advisory Group’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	$1.08M	Buy	29,667 +1,650	+6%	+$58.7K	0.41%	54
2026 Q1	$885K	Buy	28,017 +3,338	+14%	+$110K	0.38%	58
2025 Q4	$762K	Buy	24,679 +1,162	+5%	+$35.5K	0.32%	58
2025 Q3	$707K	Buy	23,517 +4,632	+25%	+$135K	0.31%	59
2025 Q2	$529K	Buy	+18,885	New	+$496K	0.25%	68
2022 Q1	–	Sell	-160	Closed	-$4K	–	168
2021 Q4	$4K	Buy	+160	New	+$4.15K	﹤0.01%	327

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

Investmark Advisory Group's FDEM Position: Q2 2026 in Review

Investmark Advisory Group increased its Fidelity Emerging Markets Multifactor ETF (FDEM) stake by 5.9% in Q2 2026, buying an estimated $58.7K and bringing the position to 29,667 shares worth $1.08M. The position accounts for 0.41% of the portfolio, ranked #54.

Investmark Advisory Group first reported a position in FDEM in Q4 2021 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold FDEM as of Q2 2026.

Investmark Advisory Group held 29,667 shares of Fidelity Emerging Markets Multifactor ETF worth $1.08M as of Q2 2026.
Investmark Advisory Group bought 1,650 Fidelity Emerging Markets Multifactor ETF shares in Q2 2026, an estimated $58.7K.
Fidelity Emerging Markets Multifactor ETF made up 0.41% of Investmark Advisory Group's portfolio in Q2 2026, its #54 holding.
Investmark Advisory Group first reported a position in Fidelity Emerging Markets Multifactor ETF in Q4 2021 and has held it in 6 quarters since.
79 funds tracked by Wall St. Rank held Fidelity Emerging Markets Multifactor ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.