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 Q3	$1.16M	Buy	32,610 +2,943	+10%	+$105K	0.38%	60
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 $2.66B AUM 14.82% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Salus Financial Advisors Colorado Springs, Colorado $210M AUM 12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Clarity Retirement & Wealth New Bedford, Massachusetts $146M AUM 10.02% 1-Year Est. Return

Mayfair Advisory Group Birmingham, Alabama $345M AUM 16.1% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $274M AUM 13.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Investmark Advisory Group's FDEM Position: Q3 2026 in Review

Investmark Advisory Group increased its Fidelity Emerging Markets Multifactor ETF (FDEM) stake by 9.9% in Q3 2026, buying an estimated $105K and bringing the position to 32,610 shares worth $1.16M. The position accounts for 0.38% of the portfolio, ranked #60.

Investmark Advisory Group first reported a position in FDEM in Q4 2021 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold FDEM as of Q3 2026.

Investmark Advisory Group held 32,610 shares of Fidelity Emerging Markets Multifactor ETF worth $1.16M as of Q3 2026.
Investmark Advisory Group bought 2,943 Fidelity Emerging Markets Multifactor ETF shares in Q3 2026, an estimated $105K.
Fidelity Emerging Markets Multifactor ETF made up 0.38% of Investmark Advisory Group's portfolio in Q3 2026, its #60 holding.
Investmark Advisory Group first reported a position in Fidelity Emerging Markets Multifactor ETF in Q4 2021 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held Fidelity Emerging Markets Multifactor ETF as of Q3 2026.

Based on Investmark Advisory Group's 13F filing for Q3 2026, filed 27 Oct 2026.