KCM Investment Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

KCM Investment Advisors’s Portfolio FIDU Stock Details FIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Buy	+2,165	New	+$203K	0.01%	390
2024 Q4	–	Sell	-21,548	Closed	-$1.56M	–	374
2024 Q3	$1.56M	Hold	21,548	–	–	0.05%	179
2024 Q2	$1.41M	Hold	21,548	–	–	0.05%	181
2024 Q1	$1.46M	Buy	21,548 +52	+0.2%	+$3.28K	0.05%	184
2023 Q4	$1.32M	Buy	21,496 +17,684	+464%	+$990K	0.05%	185
2023 Q3	$206K	Sell	3,812 -84	-2%	-$4.78K	0.01%	354
2023 Q2	$222K	Buy	+3,896	New	+$206K	0.01%	367

Other funds holding FIDU

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

KCM Investment Advisors's FIDU Position: Q2 2026 in Review

KCM Investment Advisors opened a new position in Fidelity MSCI Industrials Index ETF (FIDU) in Q2 2026: 2,165 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: KCM Investment Advisors previously reported a position in FIDU as recently as Q3 2024.

KCM Investment Advisors first reported a position in FIDU in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.56M in Q3 2024. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

KCM Investment Advisors held 2,165 shares of Fidelity MSCI Industrials Index ETF worth $216K as of Q2 2026.
Fidelity MSCI Industrials Index ETF was a new KCM Investment Advisors position in Q2 2026.
Fidelity MSCI Industrials Index ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #390 holding.
KCM Investment Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2023 and has held it in 7 quarters since.
KCM Investment Advisors's Fidelity MSCI Industrials Index ETF position peaked at $1.56M in Q3 2024.
240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.