Kingswood Wealth Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Kingswood Wealth Advisors’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.06M	Sell	44,871 -45,528	-50%	-$3.28M	0.15%	162
2025 Q4	$6.62M	Buy	90,399 +1,532	+2%	+$109K	0.32%	66
2025 Q3	$6.31M	Buy	88,867 +80,357	+944%	+$5.43M	0.38%	48
2025 Q2	$552K	Buy	8,510 +443	+5%	+$25.8K	0.04%	386
2025 Q1	$454K	Buy	8,067 +1,476	+22%	+$88.9K	0.04%	420
2024 Q4	$387K	Sell	6,591 -38,123	-85%	-$2.2M	0.03%	524
2024 Q3	$2.46M	Buy	+44,714	New	+$2.33M	0.18%	126

Other funds holding FCOM

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Commonwealth Equity Services

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return