Ironwood Wealth Management (West Virginia)’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Ironwood Wealth Management (West Virginia)’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,000	Closed	-$15K	–	23
2021 Q2	$15K	Hold	1,000	–	–	0.01%	25
2021 Q1	$13K	Buy	1,000 +200	+25%	+$2.49K	0.01%	20
2020 Q4	$8K	Buy	+800	New	+$7.33K	0.01%	24

Other funds holding FENY

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HWA

Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s FENY Position: Q3 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2021, closing a stake of 1,000 shares — an estimated $15K sold.

Ironwood Wealth Management (West Virginia) first reported a position in FENY in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 124 funds tracked by Wall St. Rank hold FENY as of Q3 2021.

Ironwood Wealth Management (West Virginia) reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2021 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 1,000 Fidelity MSCI Energy Index ETF shares in Q3 2021, an estimated $15K.
Ironwood Wealth Management (West Virginia) first reported a position in Fidelity MSCI Energy Index ETF in Q4 2020 and held it in 3 quarters.
Ironwood Wealth Management (West Virginia)'s Fidelity MSCI Energy Index ETF position peaked at $15K in Q2 2021.
124 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2021, filed 21 Oct 2021.