KerberRose Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

KerberRose Wealth Management’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
2022 Q2	$215K	Buy	+11,105	New	+$243K	0.18%	111

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

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

KerberRose Wealth Management's FENY Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q2 2022: 11,105 shares worth $215K. The stake represents 0.18% of the portfolio and ranks #111 among its holdings.

177 funds tracked by Wall St. Rank hold FENY as of Q2 2022.

KerberRose Wealth Management held 11,105 shares of Fidelity MSCI Energy Index ETF worth $215K as of Q2 2022.
Fidelity MSCI Energy Index ETF was a new KerberRose Wealth Management position in Q2 2022.
Fidelity MSCI Energy Index ETF made up 0.18% of KerberRose Wealth Management's portfolio in Q2 2022, its #111 holding.
177 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.