Mascoma Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Mascoma Wealth 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	$692K	Buy	11,853 +503	+4%	+$29.4K	0.13%	48
2026 Q1	$670K	Sell	11,350 -6,496	-36%	-$377K	0.14%	50
2025 Q4	$985K	Buy	17,846 +6,279	+54%	+$360K	0.21%	41
2025 Q3	$653K	Buy	11,567 +2	+0%	+$109	0.14%	47
2025 Q2	$608K	Sell	11,565 -1,832	-14%	-$94.2K	0.14%	46
2025 Q1	$683K	Buy	13,397 +3,804	+40%	+$192K	0.17%	43
2024 Q4	$468K	Buy	9,593 +103	+1%	+$5.25K	0.12%	58
2024 Q3	$492K	Buy	9,490 +3,003	+46%	+$144K	0.12%	56
2024 Q2	$285K	Sell	6,487 -5,120	-44%	-$227K	0.08%	77
2024 Q1	$492K	Sell	11,607 -8,463	-42%	-$341K	0.14%	57
2023 Q4	$820K	Sell	20,070 -6,907	-26%	-$271K	0.25%	43
2023 Q3	$1.02M	Sell	26,977 -2,865	-10%	-$119K	0.32%	39
2023 Q2	$1.24M	Buy	29,842 +948	+3%	+$41.2K	0.38%	37
2023 Q1	$1.29M	Sell	28,894 -557	-2%	-$24.5K	0.38%	40
2022 Q4	$1.34M	Buy	29,451 +978	+3%	+$43K	0.43%	42
2022 Q3	$1.2M	Buy	28,473 +3,601	+14%	+$170K	0.42%	42
2022 Q2	$1.12M	Sell	24,872 -65	-0.3%	-$3.03K	0.38%	46
2022 Q1	$1.2M	Sell	24,937 -574	-2%	-$25.7K	0.38%	47
2021 Q4	$1.18M	Sell	25,511 -679	-3%	-$29.6K	0.41%	44
2021 Q3	$1.08M	Sell	26,190 -388	-1%	-$16.7K	0.42%	42
2021 Q2	$1.09M	Sell	26,578 -15,713	-37%	-$666K	0.47%	40
2021 Q1	$1.75M	Sell	42,291 -24	-0.1%	-$967	0.76%	29
2020 Q4	$1.72M	Buy	+42,315	New	+$1.72M	0.86%	28
2019 Q3	$1.58M	Buy	37,307 +31,807	+578%	+$1.29M	1%	23
2019 Q2	$216K	Buy	5,500 +4,700	+588%	+$182K	0.14%	75
2019 Q1	$31K	Sell	800 -12,268	-94%	-$450K	0.02%	183
2018 Q4	$456K	Buy	+13,068	New	+$468K	0.35%	37

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

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

Mascoma Wealth Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 4.4% in Q2 2026, buying an estimated $29.4K and bringing the position to 11,853 shares worth $692K. The position accounts for 0.13% of the portfolio, ranked #48.

Mascoma Wealth Management first reported a position in FUTY in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.75M in Q1 2021. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

Mascoma Wealth Management held 11,853 shares of Fidelity MSCI Utilities Index ETF worth $692K as of Q2 2026.
Mascoma Wealth Management bought 503 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $29.4K.
Fidelity MSCI Utilities Index ETF made up 0.13% of Mascoma Wealth Management's portfolio in Q2 2026, its #48 holding.
Mascoma Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and has held it in 27 quarters since.
Mascoma Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $1.75M in Q1 2021.
256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

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