Moser Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Moser Wealth Advisors’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
2025 Q2	$5.55K	Buy	+75	New	+$5.2K	﹤0.01%	158

Other funds holding FNCL

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Moser Wealth Advisors's FNCL Position: Q2 2025 in Review

Moser Wealth Advisors opened a new position in Fidelity MSCI Financials Index ETF (FNCL) in Q2 2025: 75 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #158 among its holdings.

254 funds tracked by Wall St. Rank hold FNCL as of Q2 2025.

Moser Wealth Advisors held 75 shares of Fidelity MSCI Financials Index ETF worth $5.55K as of Q2 2025.
Fidelity MSCI Financials Index ETF was a new Moser Wealth Advisors position in Q2 2025.
Fidelity MSCI Financials Index ETF made up ﹤0.01% of Moser Wealth Advisors's portfolio in Q2 2025, its #158 holding.
254 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.