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 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 $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Lifeworks Advisors's FMAT Position: Q1 2026 in Review

Lifeworks Advisors reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 13% in Q1 2026, selling an estimated $343K and leaving 38,564 shares worth $2.22M. The position accounts for 0.29% of the portfolio, ranked #88.

Lifeworks Advisors first reported a position in FMAT in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.36M in Q4 2025. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Lifeworks Advisors held 38,564 shares of Fidelity MSCI Materials Index ETF worth $2.22M as of Q1 2026.
Lifeworks Advisors sold 5,851 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $343K.
Fidelity MSCI Materials Index ETF made up 0.29% of Lifeworks Advisors's portfolio in Q1 2026, its #88 holding.
Lifeworks Advisors first reported a position in Fidelity MSCI Materials Index ETF in Q3 2022 and has held it in 10 quarters since.
Lifeworks Advisors's Fidelity MSCI Materials Index ETF position peaked at $2.36M in Q4 2025.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.