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LifeGoal Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

LifeGoal Wealth Advisors’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
2025
Q1 		– Sell
-15,185
Closed -$362K – 64
2024
Q4 		$362K Buy
+15,185
New +$380K 0.39% 43

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LifeGoal Wealth Advisors's FENY Position: Q1 2025 in Review

LifeGoal Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2025, closing a stake of 15,185 shares — an estimated $362K sold.

LifeGoal Wealth Advisors first reported a position in FENY in Q4 2024 and held it in 1 quarter. The position peaked at $362K in Q4 2024. 221 funds tracked by Wall St. Rank hold FENY as of Q1 2025.

  • LifeGoal Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 15,185 Fidelity MSCI Energy Index ETF shares in Q1 2025, an estimated $362K.
  • LifeGoal Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $362K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.