Matthew Hamilton Rosenberg’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Matthew Hamilton Rosenberg’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	$209K	Hold	3,572	–	–	0.04%	218
2026 Q1	$206K	Hold	3,572	–	–	0.04%	206
2025 Q4	$190K	Hold	3,572	–	–	0.04%	215
2025 Q3	$187K	Hold	3,572	–	–	0.04%	219
2025 Q2	$178K	Hold	3,572	–	–	0.04%	224
2025 Q1	$173K	Hold	3,572	–	–	0.04%	206
2024 Q4	$172K	Hold	3,572	–	–	0.04%	212
2024 Q3	$194K	Hold	3,572	–	–	0.05%	198
2024 Q2	$174K	Hold	3,572	–	–	0.05%	194
2024 Q1	$187K	Hold	3,572	–	–	0.05%	202
2023 Q4	$174K	Hold	3,572	–	–	0.05%	206
2023 Q3	$158K	Hold	3,572	–	–	0.05%	211
2023 Q2	$167K	Hold	3,572	–	–	0.06%	208
2023 Q1	$163K	Hold	3,572	–	–	0.05%	218
2022 Q4	$156K	Hold	3,572	–	–	0.05%	222
2022 Q3	$136K	Hold	3,572	–	–	0.05%	225
2022 Q2	$147K	Hold	3,572	–	–	0.06%	219
2022 Q1	$177K	Hold	3,572	–	–	0.06%	205
2021 Q4	$180K	Hold	3,572	–	–	0.06%	201
2021 Q3	$158K	Hold	3,572	–	–	0.06%	207
2021 Q2	$165K	Hold	3,572	–	–	0.09%	167
2021 Q1	$158K	Hold	3,572	–	–	0.09%	159
2020 Q4	$143K	Hold	3,572	–	–	0.09%	159
2020 Q3	$123K	Hold	3,572	–	–	0.09%	156
2020 Q2	$110K	Hold	3,572	–	–	0.09%	168
2020 Q1	$88K	Buy	+3,572	New	+$109K	0.09%	149

Other funds holding FMAT

IFA

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

CAC

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

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Matthew Hamilton Rosenberg's FMAT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q2 2026 at 3,572 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #218.

Matthew Hamilton Rosenberg first reported a position in FMAT in Q1 2020 and has held it in 26 quarters since. 23 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

Matthew Hamilton Rosenberg held 3,572 shares of Fidelity MSCI Materials Index ETF worth $209K as of Q2 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Materials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Materials Index ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #218 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Materials Index ETF in Q1 2020 and has held it in 26 quarters since.
23 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.