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

Modern Wealth Management’s Portfolio FNCL Stock Details FNCL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.2M Buy
137,539
+80,205
+140% +$5.94M 0.25% 94
2025
Q1 		$3.99M Buy
57,334
+1,151
+2% +$80K 0.13% 145
2024
Q4 		$3.86M Buy
+56,183
New +$3.86M 0.14% 129