MCF Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

MCF Advisors’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.2K	Sell	2,781 -511	-16%	-$16.3K	﹤0.01%	573
2026 Q1	$112K	Sell	3,292 -950	-22%	-$28.2K	﹤0.01%	485
2025 Q4	$105K	Buy	+4,242	New	+$105K	0.01%	395
2021 Q2	–	Sell	-101	Closed	-$1K	–	599
2021 Q1	$1K	Sell	101 -4,938	-98%	-$61.6K	﹤0.01%	524
2020 Q4	$51K	Buy	5,039 +4,584	+1,007%	+$42K	0.01%	237
2020 Q3	$4K	Sell	455 -232	-34%	-$2.17K	﹤0.01%	423
2020 Q2	$7K	Sell	687 -643	-48%	-$6.24K	﹤0.01%	394
2020 Q1	$10K	Sell	1,330 -3,878	-74%	-$48.5K	﹤0.01%	367
2019 Q4	$83K	Sell	5,208 -1,651	-24%	-$25.9K	0.01%	207
2019 Q3	$108K	Sell	6,859 -227	-3%	-$3.67K	0.02%	177
2019 Q2	$122K	Buy	7,086 +4,361	+160%	+$76K	0.02%	170
2019 Q1	$49K	Hold	2,725	–	–	0.01%	223
2018 Q4	$43K	Buy	+2,725	New	+$50.5K	0.01%	224
2018 Q1	–	Sell	-866	Closed	-$17K	–	481
2017 Q4	$17K	Buy	+866	New	+$16.5K	﹤0.01%	307

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

MCF Advisors's FENY Position: Q2 2026 in Review

MCF Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 16% in Q2 2026, selling an estimated $16.3K and leaving 2,781 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

MCF Advisors first reported a position in FENY in Q4 2017 and has held it in 14 quarters since. The position peaked at $122K in Q2 2019. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

MCF Advisors held 2,781 shares of Fidelity MSCI Energy Index ETF worth $82.2K as of Q2 2026.
MCF Advisors sold 511 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $16.3K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #573 holding.
MCF Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2017 and has held it in 14 quarters since.
MCF Advisors's Fidelity MSCI Energy Index ETF position peaked at $122K in Q2 2019.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.