Mason Investment Advisory Services’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Mason Investment Advisory Services’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$658K	Buy	+11,239	New	+$667K	0.03%	45
2025 Q4	–	Sell	-3,914	Closed	-$205K	–	83
2025 Q3	$205K	Buy	+3,914	New	+$203K	0.01%	79

Other funds holding FMAT

AWM

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

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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mason Investment Advisory Services's FMAT Position: Q2 2026 in Review

Mason Investment Advisory Services opened a new position in Fidelity MSCI Materials Index ETF (FMAT) in Q2 2026: 11,239 shares worth $658K. The stake represents 0.03% of the portfolio and ranks #45 among its holdings. This is a return to the name: Mason Investment Advisory Services previously reported a position in FMAT as recently as Q3 2025.

Mason Investment Advisory Services first reported a position in FMAT in Q3 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Mason Investment Advisory Services held 11,239 shares of Fidelity MSCI Materials Index ETF worth $658K as of Q2 2026.
Fidelity MSCI Materials Index ETF was a new Mason Investment Advisory Services position in Q2 2026.
Fidelity MSCI Materials Index ETF made up 0.03% of Mason Investment Advisory Services's portfolio in Q2 2026, its #45 holding.
Mason Investment Advisory Services first reported a position in Fidelity MSCI Materials Index ETF in Q3 2025 and has held it in 2 quarters since.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.