KDK Private Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

KDK Private Wealth Management’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Sell	6,556 -437	-6%	-$25.9K	0.32%	41
2026 Q1	$403K	Sell	6,993 -4	-0.1%	-$234	0.37%	38
2025 Q4	$372K	Sell	6,997 -96	-1%	-$4.96K	0.32%	43
2025 Q3	$372K	Sell	7,093 -172	-2%	-$8.94K	0.38%	37
2025 Q2	$362K	Sell	7,265 -205	-3%	-$9.84K	0.39%	37
2025 Q1	$361K	Sell	7,470 -132	-2%	-$6.56K	0.41%	34
2024 Q4	$366K	Buy	+7,602	New	+$401K	0.38%	36

Other funds holding FMAT

AWM

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KDK Private Wealth Management's FMAT Position: Q2 2026 in Review

KDK Private Wealth Management reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 6.2% in Q2 2026, selling an estimated $25.9K and leaving 6,556 shares worth $384K. The position accounts for 0.32% of the portfolio, ranked #41.

KDK Private Wealth Management first reported a position in FMAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $403K in Q1 2026. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

KDK Private Wealth Management held 6,556 shares of Fidelity MSCI Materials Index ETF worth $384K as of Q2 2026.
KDK Private Wealth Management sold 437 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $25.9K.
Fidelity MSCI Materials Index ETF made up 0.32% of KDK Private Wealth Management's portfolio in Q2 2026, its #41 holding.
KDK Private Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q4 2024 and has held it in 7 quarters since.
KDK Private Wealth Management's Fidelity MSCI Materials Index ETF position peaked at $403K in Q1 2026.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.