Morningstar Investment Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Morningstar Investment Services’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 Q2	–	Sell	-28,310	Closed	-$1.17M	–	218
2021 Q1	$1.17M	Sell	28,310 -191,588	-87%	-$7.72M	0.02%	166
2020 Q4	$8.92M	Sell	219,898 -23,680	-10%	-$963K	0.12%	120
2020 Q3	$9.17M	Sell	243,578 -19,075	-7%	-$728K	0.14%	115
2020 Q2	$9.53M	Sell	262,653 -22,258	-8%	-$829K	0.16%	109
2020 Q1	$10.6M	Sell	284,911 -98,142	-26%	-$4.08M	0.19%	103
2019 Q4	$16.2M	Buy	383,053 +3,806	+1%	+$158K	0.25%	100
2019 Q3	$16.1M	Buy	379,247 +5,834	+2%	+$236K	0.27%	97
2019 Q2	$14.7M	Buy	373,413 +13,517	+4%	+$522K	0.24%	101
2019 Q1	$13.8M	Buy	+359,896	New	+$13.2M	0.24%	98

Other funds holding FUTY

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

BCM

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

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

FFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morningstar Investment Services's FUTY Position: Q2 2021 in Review

Morningstar Investment Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2021, closing a stake of 28,310 shares — an estimated $1.17M sold.

Morningstar Investment Services first reported a position in FUTY in Q1 2019 and held it in 9 quarters. The position peaked at $16.2M in Q4 2019. 138 funds tracked by Wall St. Rank hold FUTY as of Q2 2021.

Morningstar Investment Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2021 after selling out during the quarter.
Morningstar Investment Services sold 28,310 Fidelity MSCI Utilities Index ETF shares in Q2 2021, an estimated $1.17M.
Morningstar Investment Services first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2019 and held it in 9 quarters.
Morningstar Investment Services's Fidelity MSCI Utilities Index ETF position peaked at $16.2M in Q4 2019.
138 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2021.

Based on Morningstar Investment Services's 13F filing for Q2 2021, filed 12 Aug 2021.