Lodestone Wealth Management’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Lodestone Wealth Management’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Sell	997 -25	-2%	-$6.54K	0.1%	157
2026 Q1	$213K	Hold	1,022	–	–	0.08%	169
2025 Q4	$230K	Hold	1,022	–	–	0.09%	159
2025 Q3	$227K	Sell	1,022 -2	-0.2%	-$416	0.1%	165
2025 Q2	$202K	Buy	+1,024	New	+$177K	0.1%	167
2024 Q3	–	Sell	-1,735	Closed	-$298K	–	149
2024 Q2	$298K	Sell	1,735 -9	-0.5%	-$1.42K	0.16%	120
2024 Q1	$272K	Buy	1,744 +6	+0.3%	+$904	0.14%	127
2023 Q4	$250K	Sell	1,738 -170	-9%	-$22.5K	0.14%	129
2023 Q3	$235K	Sell	1,908 -807	-30%	-$104K	0.16%	118
2023 Q2	$355K	Sell	2,715 -1,548	-36%	-$184K	0.24%	98
2023 Q1	$486K	Sell	4,263 -3	-0.1%	-$314	0.37%	68
2022 Q4	$403K	Buy	+4,266	New	+$412K	0.33%	77

Other funds holding FTEC

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Lodestone Wealth Management's FTEC Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 2.4% in Q2 2026, selling an estimated $6.54K and leaving 997 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #157.

Lodestone Wealth Management first reported a position in FTEC in Q4 2022 and has held it in 12 quarters since. The position peaked at $486K in Q1 2023. 656 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Lodestone Wealth Management held 997 shares of Fidelity MSCI Information Technology Index ETF worth $285K as of Q2 2026.
Lodestone Wealth Management sold 25 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $6.54K.
Fidelity MSCI Information Technology Index ETF made up 0.1% of Lodestone Wealth Management's portfolio in Q2 2026, its #157 holding.
Lodestone Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2022 and has held it in 12 quarters since.
Lodestone Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $486K in Q1 2023.
656 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.