MWS
FESM icon

MFA Wealth Services’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

MFA Wealth Services’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$893K Sell
18,495
-500
-3% -$22K 0.53% 52
2026
Q1 		$722K Buy
+18,995
New +$748K 0.48% 60

Other funds holding FESM

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFA Wealth Services's FESM Position: Q2 2026 in Review

MFA Wealth Services reduced its Fidelity Enhanced Small Cap Core ETF (FESM) stake by 2.6% in Q2 2026, selling an estimated $22K and leaving 18,495 shares worth $893K. The position accounts for 0.53% of the portfolio, ranked #52.

MFA Wealth Services first reported a position in FESM in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold FESM as of Q2 2026.

  • MFA Wealth Services held 18,495 shares of Fidelity Enhanced Small Cap Core ETF worth $893K as of Q2 2026.
  • MFA Wealth Services sold 500 Fidelity Enhanced Small Cap Core ETF shares in Q2 2026, an estimated $22K.
  • Fidelity Enhanced Small Cap Core ETF made up 0.53% of MFA Wealth Services's portfolio in Q2 2026, its #52 holding.
  • MFA Wealth Services first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.