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
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 $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSC

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

KCM Investment Advisors's FIDU Position: Q4 2024 in Review

KCM Investment Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q4 2024, closing a stake of 21,548 shares — an estimated $1.56M sold.

KCM Investment Advisors first reported a position in FIDU in Q2 2023 and held it in 6 quarters. The position peaked at $1.56M in Q3 2024. 181 funds tracked by Wall St. Rank hold FIDU as of Q4 2024.

KCM Investment Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q4 2024 after selling out during the quarter.
KCM Investment Advisors sold 21,548 Fidelity MSCI Industrials Index ETF shares in Q4 2024, an estimated $1.56M.
KCM Investment Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2023 and held it in 6 quarters.
KCM Investment Advisors's Fidelity MSCI Industrials Index ETF position peaked at $1.56M in Q3 2024.
181 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q4 2024.

Based on KCM Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.