Mirsky Financial Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Mirsky Financial Management’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$4.72M	Buy	93,732 +15,118	+19%	+$728K	1.95%	18
2021 Q3	$3.48M	Buy	78,614 +3,599	+5%	+$167K	1.55%	21
2021 Q2	$3.47M	Buy	75,015 +70,370	+1,515%	+$3.32M	1.54%	21
2021 Q1	$206K	Buy	+4,645	New	+$195K	0.1%	46

Other funds holding FMAT

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirsky Financial Management's FMAT Position: Q4 2021 in Review

Mirsky Financial Management increased its Fidelity MSCI Materials Index ETF (FMAT) stake by 19% in Q4 2021, buying an estimated $728K and bringing the position to 93,732 shares worth $4.72M. The position accounts for 1.95% of the portfolio, ranked #18.

Mirsky Financial Management first reported a position in FMAT in Q1 2021 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold FMAT as of Q4 2021.

Mirsky Financial Management held 93,732 shares of Fidelity MSCI Materials Index ETF worth $4.72M as of Q4 2021.
Mirsky Financial Management bought 15,118 Fidelity MSCI Materials Index ETF shares in Q4 2021, an estimated $728K.
Fidelity MSCI Materials Index ETF made up 1.95% of Mirsky Financial Management's portfolio in Q4 2021, its #18 holding.
Mirsky Financial Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2021 and has held it in 4 quarters since.
115 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.