Lifeworks Advisors’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Lifeworks Advisors’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29M	Buy	39,081 +517	+1%	+$30.7K	0.24%	91
2026 Q1	$2.22M	Sell	38,564 -5,851	-13%	-$343K	0.29%	88
2025 Q4	$2.36M	Buy	44,415 +5,567	+14%	+$287K	0.31%	85
2025 Q3	$2.04M	Buy	38,848 +6,560	+20%	+$341K	0.27%	86
2025 Q2	$1.61M	Buy	32,288 +3,118	+11%	+$150K	0.24%	98
2025 Q1	$1.41M	Buy	29,170 +2,182	+8%	+$108K	0.23%	101
2024 Q4	$1.3M	Buy	26,988 +5,697	+27%	+$301K	0.23%	106
2024 Q3	$1.15M	Buy	+21,291	New	+$1.09M	0.23%	105
2023 Q2	–	Sell	-18,524	Closed	-$845K	–	159
2023 Q1	$845K	Sell	18,524 -3,831	-17%	-$176K	0.4%	81
2022 Q4	$976K	Buy	22,355 +14	+0.1%	+$603	0.55%	64
2022 Q3	$931K	Buy	+22,341	New	+$943K	0.53%	71

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Lifeworks Advisors's FMAT Position: Q2 2026 in Review

Lifeworks Advisors increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 1.3% in Q2 2026, buying an estimated $30.7K and bringing the position to 39,081 shares worth $2.29M. The position accounts for 0.24% of the portfolio, ranked #91.

Lifeworks Advisors first reported a position in FMAT in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.36M in Q4 2025. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Lifeworks Advisors held 39,081 shares of Fidelity MSCI Materials Index ETF worth $2.29M as of Q2 2026.
Lifeworks Advisors bought 517 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $30.7K.
Fidelity MSCI Materials Index ETF made up 0.24% of Lifeworks Advisors's portfolio in Q2 2026, its #91 holding.
Lifeworks Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q3 2022 and has held it in 11 quarters since.
Lifeworks Advisors's Fidelity MSCI Materials Index ETF position peaked at $2.36M in Q4 2025.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

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