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

Mercer Global 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	$3.18M	Buy	107,706 +9,104	+9%	+$290K	﹤0.01%	1094
2026 Q1	$3.35M	Buy	98,602 +38,957	+65%	+$1.16M	0.01%	944
2025 Q4	$1.48M	Sell	59,645 -15,664	-21%	-$387K	﹤0.01%	1261
2025 Q3	$1.86M	Buy	+75,309	New	+$1.82M	﹤0.01%	1065
2025 Q2	–	Sell	-9,271	Closed	-$237K	–	2298
2025 Q1	$237K	Buy	+9,271	New	+$231K	﹤0.01%	1876
2024 Q4	–	Sell	-12,229	Closed	-$301K	–	2163
2024 Q3	$301K	Buy	12,229 +2,926	+31%	+$71.9K	﹤0.01%	1611
2024 Q2	$233K	Sell	9,303 -2,279	-20%	-$58.3K	﹤0.01%	1706
2024 Q1	$300K	Buy	+11,582	New	+$273K	﹤0.01%	1562

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

Mercer Global Advisors's FENY Position: Q2 2026 in Review

Mercer Global Advisors increased its Fidelity MSCI Energy Index ETF (FENY) stake by 9.2% in Q2 2026, buying an estimated $290K and bringing the position to 107,706 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Mercer Global Advisors first reported a position in FENY in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.35M in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Mercer Global Advisors held 107,706 shares of Fidelity MSCI Energy Index ETF worth $3.18M as of Q2 2026.
Mercer Global Advisors bought 9,104 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $290K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1094 holding.
Mercer Global Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and has held it in 8 quarters since.
Mercer Global Advisors's Fidelity MSCI Energy Index ETF position peaked at $3.35M in Q1 2026.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.