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

Mascoma 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	$214K	Sell	750 -172	-19%	-$45K	0.04%	92
2026 Q1	$192K	Hold	922	–	–	0.04%	96
2025 Q4	$207K	Buy	922 +22	+2%	+$4.98K	0.04%	86
2025 Q3	$200K	Hold	900	–	–	0.04%	95
2025 Q2	$177K	Sell	900 -80	-8%	-$13.8K	0.04%	95
2025 Q1	$158K	Hold	980	–	–	0.04%	103
2024 Q4	$181K	Hold	980	–	–	0.05%	98
2024 Q3	$171K	Sell	980 -117	-11%	-$19.8K	0.04%	101
2024 Q2	$188K	Sell	1,097 -85	-7%	-$13.4K	0.05%	96
2024 Q1	$184K	Buy	1,182 +15	+1%	+$2.26K	0.05%	98
2023 Q4	$168K	Sell	1,167 -711	-38%	-$94.2K	0.05%	108
2023 Q3	$231K	Sell	1,878 -453	-19%	-$58.3K	0.07%	94
2023 Q2	$298K	Buy	2,331 +22	+1%	+$2.61K	0.09%	77
2023 Q1	$262K	Sell	2,309 -1,516	-40%	-$159K	0.08%	99
2022 Q4	$362K	Sell	3,825 -10,883	-74%	-$1.05M	0.11%	87
2022 Q3	$1.34M	Sell	14,708 -97	-0.7%	-$10.1K	0.46%	41
2022 Q2	$1.43M	Sell	14,805 -779	-5%	-$83K	0.49%	39
2022 Q1	$1.92M	Sell	15,584 -2,253	-13%	-$273K	0.61%	37
2021 Q4	$2.42M	Sell	17,837 -850	-5%	-$110K	0.84%	28
2021 Q3	$2.22M	Buy	18,687 +467	+3%	+$57.2K	0.86%	25
2021 Q2	$2.15M	Sell	18,220 -507	-3%	-$56.5K	0.92%	24
2021 Q1	$1.98M	Sell	18,727 -7,045	-27%	-$749K	0.85%	25
2020 Q4	$2.69M	Buy	+25,772	New	+$2.51M	1.35%	20
2019 Q3	–	Sell	-3,140	Closed	-$196K	–	177
2019 Q2	$196K	Buy	3,140 +2,255	+255%	+$138K	0.12%	79
2019 Q1	$52K	Buy	885 +440	+99%	+$24.2K	0.03%	148
2018 Q4	$22K	Sell	445 -435	-49%	-$23.3K	0.02%	204
2018 Q3	$53K	Hold	880	–	–	0.04%	157
2018 Q2	$49K	Buy	880 +175	+25%	+$9.54K	0.03%	155
2018 Q1	$37K	Buy	705 +200	+40%	+$10.6K	0.02%	168
2017 Q4	$26K	Sell	505 -1,600	-76%	-$78.8K	0.02%	193
2017 Q3	$97K	Buy	2,105 +425	+25%	+$19.1K	0.06%	116
2017 Q2	$72K	Buy	1,680 +80	+5%	+$3.42K	0.05%	133
2017 Q1	$66K	Hold	1,600	–	–	0.05%	127
2016 Q4	$59K	Buy	+1,600	New	+$58.5K	0.04%	132

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

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

Mascoma Wealth Management reduced its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 19% in Q2 2026, selling an estimated $45K and leaving 750 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #92.

Mascoma Wealth Management first reported a position in FTEC in Q4 2016 and has held it in 34 quarters since. The position peaked at $2.69M in Q4 2020. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

Mascoma Wealth Management held 750 shares of Fidelity MSCI Information Technology Index ETF worth $214K as of Q2 2026.
Mascoma Wealth Management sold 172 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $45K.
Fidelity MSCI Information Technology Index ETF made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #92 holding.
Mascoma Wealth Management first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2016 and has held it in 34 quarters since.
Mascoma Wealth Management's Fidelity MSCI Information Technology Index ETF position peaked at $2.69M in Q4 2020.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

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