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

Lifeworks 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
2026
Q2 		$211K Sell
7,153
-97
-1% -$3.09K 0.02% 326
2026
Q1 		$247K Sell
7,250
-2,474
-25% -$73.6K 0.03% 270
2025
Q4 		$241K Sell
9,724
-186
-2% -$4.59K 0.03% 296
2025
Q3 		$245K Sell
9,910
-5,946
-38% -$144K 0.03% 292
2025
Q2 		$372K Buy
15,856
+2,518
+19% +$57.7K 0.06% 233
2025
Q1 		$341K Buy
13,338
+737
+6% +$18.3K 0.06% 232
2024
Q4 		$300K Buy
12,601
+2,034
+19% +$51K 0.05% 236
2024
Q3 		$254K Buy
+10,567
New +$260K 0.05% 252
2024
Q2 		– Sell
-11,084
Closed -$287K – 228
2024
Q1 		$287K Buy
11,084
+1,624
+17% +$38.2K 0.08% 186
2023
Q4 		$218K Buy
+9,460
New +$223K 0.08% 188

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Lifeworks Advisors's FENY Position: Q2 2026 in Review

Lifeworks Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 1.3% in Q2 2026, selling an estimated $3.09K and leaving 7,153 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #326.

Lifeworks Advisors first reported a position in FENY in Q4 2023 and has held it in 10 quarters since. The position peaked at $372K in Q2 2025. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • Lifeworks Advisors held 7,153 shares of Fidelity MSCI Energy Index ETF worth $211K as of Q2 2026.
  • Lifeworks Advisors sold 97 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $3.09K.
  • Fidelity MSCI Energy Index ETF made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #326 holding.
  • Lifeworks Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and has held it in 10 quarters since.
  • Lifeworks Advisors's Fidelity MSCI Energy Index ETF position peaked at $372K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.