MPWM Advisory Solutions’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

MPWM Advisory Solutions’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
2026 Q1	–	Sell	-2,241	Closed	-$174K	–	584
2025 Q4	$174K	Buy	+2,241	New	+$169K	0.1%	99
2025 Q3	–	Sell	-1,212	Closed	-$89.7K	–	524
2025 Q2	$89.7K	Buy	1,212 +812	+203%	+$56.3K	0.06%	120
2025 Q1	$27.8K	Buy	+400	New	+$28.4K	0.02%	199

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MPWM Advisory Solutions's FNCL Position: Q1 2026 in Review

MPWM Advisory Solutions sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q1 2026, closing a stake of 2,241 shares — an estimated $174K sold.

MPWM Advisory Solutions first reported a position in FNCL in Q1 2025 and held it in 3 quarters. The position peaked at $174K in Q4 2025. 250 funds tracked by Wall St. Rank hold FNCL as of Q1 2026.

MPWM Advisory Solutions reported no remaining Fidelity MSCI Financials Index ETF position as of Q1 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 2,241 Fidelity MSCI Financials Index ETF shares in Q1 2026, an estimated $174K.
MPWM Advisory Solutions first reported a position in Fidelity MSCI Financials Index ETF in Q1 2025 and held it in 3 quarters.
MPWM Advisory Solutions's Fidelity MSCI Financials Index ETF position peaked at $174K in Q4 2025.
250 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.