Montag & Associates’s Fidelity Enhanced International ETF FENI Stock Holding History

Montag & Associates’s Portfolio FENI Stock Details FENI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.5K	Buy	+162	New	+$6.41K	﹤0.01%	795

Other funds holding FENI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Montag & Associates's FENI Position: Q2 2026 in Review

Montag & Associates opened a new position in Fidelity Enhanced International ETF (FENI) in Q2 2026: 162 shares worth $6.5K. The stake represents ﹤0.01% of the portfolio and ranks #795 among its holdings.

427 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

Montag & Associates held 162 shares of Fidelity Enhanced International ETF worth $6.5K as of Q2 2026.
Fidelity Enhanced International ETF was a new Montag & Associates position in Q2 2026.
Fidelity Enhanced International ETF made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #795 holding.
427 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.