Mission Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Mission Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$237K	Sell	3,098 -1,824	-37%	-$135K	﹤0.01%	964
2026 Q1	$346K	Sell	4,922 -601	-11%	-$44.6K	0.01%	580
2025 Q4	$429K	Buy	5,523 +13	+0.2%	+$982	0.01%	524
2025 Q3	$421K	Buy	5,510 +14	+0.3%	+$1.05K	0.01%	527
2025 Q2	$407K	Buy	5,496 +15	+0.3%	+$1.04K	0.01%	520
2025 Q1	$381K	Buy	5,481 +16	+0.3%	+$1.13K	0.01%	520
2024 Q4	$375K	Buy	5,465 +1,330	+32%	+$91.4K	0.01%	503
2024 Q3	$264K	Buy	4,135 +316	+8%	+$19.4K	0.01%	567
2024 Q2	$221K	Sell	3,819 -558	-13%	-$32.3K	0.01%	595
2024 Q1	$260K	Buy	+4,377	New	+$244K	0.01%	583

Other funds holding FNCL

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Mission Wealth Management's FNCL Position: Q2 2026 in Review

Mission Wealth Management reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 37% in Q2 2026, selling an estimated $135K and leaving 3,098 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Mission Wealth Management first reported a position in FNCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $429K in Q4 2025. 256 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

Mission Wealth Management held 3,098 shares of Fidelity MSCI Financials Index ETF worth $237K as of Q2 2026.
Mission Wealth Management sold 1,824 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $135K.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #964 holding.
Mission Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q1 2024 and has held it in 10 quarters since.
Mission Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $429K in Q4 2025.
256 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.