Montis Financial’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Sell
9,708
-2,243
-19% -$166K 0.2% 70
2025
Q1
$831K Buy
11,951
+2,175
+22% +$151K 0.24% 56
2024
Q4
$671K Buy
9,776
+273
+3% +$18.7K 0.21% 66
2024
Q3
$607K Buy
+9,503
New +$607K 0.22% 53