MIA
FENI icon

Milestone Investment Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

Milestone Investment Advisors’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,289
Closed -$39K – 131
2024
Q3 		$39K Buy
+1,289
New +$37.5K 0.01% 105

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Milestone Investment Advisors's FENI Position: Q4 2024 in Review

Milestone Investment Advisors sold out of Fidelity Enhanced International ETF (FENI) in Q4 2024, closing a stake of 1,289 shares — an estimated $39K sold.

Milestone Investment Advisors first reported a position in FENI in Q3 2024 and held it in 1 quarter. The position peaked at $39K in Q3 2024. 144 funds tracked by Wall St. Rank hold FENI as of Q4 2024.

  • Milestone Investment Advisors reported no remaining Fidelity Enhanced International ETF position as of Q4 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,289 Fidelity Enhanced International ETF shares in Q4 2024, an estimated $39K.
  • Milestone Investment Advisors first reported a position in Fidelity Enhanced International ETF in Q3 2024 and held it in 1 quarter.
  • Milestone Investment Advisors's Fidelity Enhanced International ETF position peaked at $39K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q4 2024.

Based on Milestone Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.