MSFP
FCOM icon

Mark Sheptoff Financial Planning’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5K Hold
72
– – ﹤0.01% 446
2026
Q1 		$5.31K Hold
72
– – ﹤0.01% 433
2025
Q4 		$5.28K Hold
72
– – ﹤0.01% 429
2025
Q3 		$5.11K Buy
+72
New +$4.87K ﹤0.01% 409

Other funds holding FCOM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's FCOM Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Fidelity MSCI Communication Services Index ETF (FCOM) position steady in Q2 2026 at 72 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Mark Sheptoff Financial Planning first reported a position in FCOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.31K in Q1 2026. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

  • Mark Sheptoff Financial Planning held 72 shares of Fidelity MSCI Communication Services Index ETF worth $5K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Fidelity MSCI Communication Services Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Communication Services Index ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #446 holding.
  • Mark Sheptoff Financial Planning first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Mark Sheptoff Financial Planning's Fidelity MSCI Communication Services Index ETF position peaked at $5.31K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.