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Merkkuri Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Merkkuri Wealth Advisors’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,267
Closed -$159K – 169
2026
Q1 		$159K Buy
+2,267
New +$168K 0.11% 89

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Merkkuri Wealth Advisors's FNCL Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2026, closing a stake of 2,267 shares — an estimated $159K sold.

Merkkuri Wealth Advisors first reported a position in FNCL in Q1 2026 and held it in 1 quarter. The position peaked at $159K in Q1 2026. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 2,267 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $159K.
  • Merkkuri Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $159K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.