Kovitz Investment Group Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Buy
200,752
+151,244
+305% +$7.96M 0.05% 299
2025
Q1
$2.52M Buy
49,508
+15,248
+45% +$777K 0.01% 536
2024
Q4
$1.67M Buy
34,260
+548
+2% +$26.8K 0.01% 607
2024
Q3
$1.75M Sell
33,712
-76
-0.2% -$3.95K 0.01% 508
2024
Q2
$1.49M Buy
+33,788
New +$1.49M 0.01% 468