McClarren Financial Advisors’s Fidelity Women's Leadership ETF FDWM Stock Holding History

McClarren Financial Advisors’s Portfolio FDWM Stock Details FDWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21	Closed	–	–	158
2025 Q1	$0	Buy	+21	New	+$484	﹤0.01%	306
2024 Q4	–	Sell	-23	Closed	–	–	244
2024 Q3	$0	Buy	23 +1	+5%	+$22	﹤0.01%	273
2024 Q2	$0	Buy	22 +19	+633%	+$416	﹤0.01%	331
2024 Q1	$1K	Buy	3 +1	+50%	+$21	﹤0.01%	310
2023 Q4	$0	Hold	2	–	–	﹤0.01%	393
2023 Q3	$0	Buy	+2	New	+$38	﹤0.01%	350

Other funds holding FDWM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McClarren Financial Advisors's FDWM Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Fidelity Women's Leadership ETF (FDWM) in Q2 2025, closing a stake of 21 shares.

McClarren Financial Advisors first reported a position in FDWM in Q3 2023 and held it in 6 quarters. The position peaked at $1K in Q1 2024. 3 funds tracked by Wall St. Rank hold FDWM as of Q2 2025.

McClarren Financial Advisors reported no remaining Fidelity Women's Leadership ETF position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 21 Fidelity Women's Leadership ETF shares in Q2 2025.
McClarren Financial Advisors first reported a position in Fidelity Women's Leadership ETF in Q3 2023 and held it in 6 quarters.
McClarren Financial Advisors's Fidelity Women's Leadership ETF position peaked at $1K in Q1 2024.
3 funds tracked by Wall St. Rank held Fidelity Women's Leadership ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.