Milestone Investment Advisors’s Fidelity Enhanced Small Cap ETF FESM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.37M	Buy	136,663 +9,003	+7%	+$288K	1.14%	27
2025 Q1	$3.76M	Buy	127,660 +104,549	+452%	+$3.08M	1.04%	30
2024 Q4	$748K	Buy	+23,111	New	+$748K	0.2%	53