Mirsky Financial Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3.7M	Buy	79,870 +2,061	+3%	+$90K	1.53%	21
2021 Q3	$3.2M	Buy	77,809 +1,720	+2%	+$74.2K	1.43%	22
2021 Q2	$3.12M	Sell	76,089 -91,250	-55%	-$3.87M	1.39%	22
2021 Q1	$6.94M	Buy	167,339 +5,190	+3%	+$209K	3.22%	11
2020 Q4	$6.58M	Buy	162,149 +12,303	+8%	+$500K	3.39%	10
2020 Q3	$5.68M	Buy	149,846 +12,261	+9%	+$468K	3.22%	11
2020 Q2	$5.02M	Buy	137,585 +23,980	+21%	+$894K	3.01%	11
2020 Q1	$4.08M	Sell	113,605 -1,909	-2%	-$79.4K	2.88%	12
2019 Q4	$4.89M	Buy	115,514 +6,150	+6%	+$256K	3.17%	13
2019 Q3	$4.65M	Buy	109,364 +2,313	+2%	+$93.8K	3.34%	10
2019 Q2	$4.2M	Buy	107,051 +1,860	+2%	+$71.9K	3.16%	13
2019 Q1	$4.03M	Buy	+105,191	New	+$3.86M	3.13%	12

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BCM

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Mirsky Financial Management increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 2.6% in Q4 2021, buying an estimated $90K and bringing the position to 79,870 shares worth $3.7M. The position accounts for 1.53% of the portfolio, ranked #21.

Mirsky Financial Management first reported a position in FUTY in Q1 2019 and has held it in 12 quarters since. The position peaked at $6.94M in Q1 2021. 151 funds tracked by Wall St. Rank hold FUTY as of Q4 2021.

Mirsky Financial Management held 79,870 shares of Fidelity MSCI Utilities Index ETF worth $3.7M as of Q4 2021.
Mirsky Financial Management bought 2,061 Fidelity MSCI Utilities Index ETF shares in Q4 2021, an estimated $90K.
Fidelity MSCI Utilities Index ETF made up 1.53% of Mirsky Financial Management's portfolio in Q4 2021, its #21 holding.
Mirsky Financial Management first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and has held it in 12 quarters since.
Mirsky Financial Management's Fidelity MSCI Utilities Index ETF position peaked at $6.94M in Q1 2021.
151 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2021.

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