Kovitz Investment Group Partners’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.19M Sell
60,013
-69,981
-54% -$6.29M 0.12% 132
2025
Q4
$10.7M Sell
129,994
-10,847
-8% -$890K 0.24% 90
2025
Q3
$11.5M Buy
140,841
+41,981
+42% +$3.37M 0.05% 304
2025
Q2
$7.66M Buy
98,860
+69,076
+232% +$4.94M 0.03% 366
2025
Q1
$2.04M Sell
29,784
-40,371
-58% -$2.89M 0.01% 582
2024
Q4
$4.95M Sell
70,155
-1,842
-3% -$136K 0.02% 405
2024
Q3
$5.21M Sell
71,997
-593
-0.8% -$40.4K 0.04% 337
2024
Q2
$4.76M Buy
+72,590
New +$4.8M 0.04% 297

Other funds holding FIDU