LifePlan Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.5M	Sell	59,262 -1,749	-3%	-$101K	1.38%	27
2025 Q4	$3.37M	Buy	61,011 +686	+1%	+$39.3K	1.37%	30
2025 Q3	$3.41M	Buy	60,325 +1,638	+3%	+$89.4K	1.43%	29
2025 Q2	$3.09M	Sell	58,687 -549	-0.9%	-$28.2K	1.53%	27
2025 Q1	$3.02M	Sell	59,236 -700	-1%	-$35.3K	1.74%	22
2024 Q4	$2.92M	Sell	59,936 -1,856	-3%	-$94.7K	1.81%	21
2024 Q3	$3.2M	Sell	61,792 -5,451	-8%	-$261K	2.05%	19
2024 Q2	$2.96M	Buy	67,243 +1,351	+2%	+$59.9K	2.13%	17
2024 Q1	$2.8M	Sell	65,892 -29,695	-31%	-$1.2M	2.23%	16
2023 Q4	$3.91M	Buy	95,587 +3,236	+4%	+$127K	3.57%	9
2023 Q3	$3.5M	Buy	92,351 +6,496	+8%	+$270K	3.72%	9
2023 Q2	$3.63M	Buy	+85,855	New	+$3.73M	4.06%	8