Marotta Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Marotta Asset Management’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Hold	4,143	–	–	0.04%	95
2026 Q1	$246K	Hold	4,143	–	–	0.05%	93
2025 Q4	$229K	Hold	4,143	–	–	0.04%	97
2025 Q3	$236K	Buy	4,143 +11	+0.3%	+$601	0.04%	95
2025 Q2	$217K	Buy	+4,132	New	+$212K	0.04%	93

Other funds holding FUTY

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

AWM

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Marotta Asset Management's FUTY Position: Q2 2026 in Review

Marotta Asset Management held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q2 2026 at 4,143 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #95.

Marotta Asset Management first reported a position in FUTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $246K in Q1 2026. 257 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Marotta Asset Management held 4,143 shares of Fidelity MSCI Utilities Index ETF worth $239K as of Q2 2026.
Marotta Asset Management left its Fidelity MSCI Utilities Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Utilities Index ETF made up 0.04% of Marotta Asset Management's portfolio in Q2 2026, its #95 holding.
Marotta Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2025 and has held it in 5 quarters since.
Marotta Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $246K in Q1 2026.
257 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.