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 Q3	$199K	Hold	3,572	–	–	0.04%	230
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

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

Matthew Hamilton Rosenberg's FMAT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Materials Index ETF (FMAT) position steady in Q3 2026 at 3,572 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #230.

Matthew Hamilton Rosenberg first reported a position in FMAT in Q1 2020 and has held it in 27 quarters since. The position peaked at $209K in Q2 2026. 35 funds tracked by Wall St. Rank hold FMAT as of Q3 2026.

Matthew Hamilton Rosenberg held 3,572 shares of Fidelity MSCI Materials Index ETF worth $199K as of Q3 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Materials Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Materials Index ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #230 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Materials Index ETF in Q1 2020 and has held it in 27 quarters since.
Matthew Hamilton Rosenberg's Fidelity MSCI Materials Index ETF position peaked at $209K in Q2 2026.
35 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.