Pillar Financial Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Pillar Financial Advisors’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48K	Hold	50	–	–	﹤0.01%	99
2026 Q1	$1.7K	Hold	50	–	–	﹤0.01%	97
2025 Q4	$1.24K	Hold	50	–	–	﹤0.01%	100
2025 Q3	$1.24K	Hold	50	–	–	﹤0.01%	109
2025 Q2	$1.17K	Hold	50	–	–	﹤0.01%	100
2025 Q1	$1.28K	Hold	50	–	–	﹤0.01%	102
2024 Q4	$1.19K	Buy	+50	New	+$1.25K	﹤0.01%	102

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Pillar Financial Advisors's FENY Position: Q2 2026 in Review

Pillar Financial Advisors held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2026 at 50 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #99.

Pillar Financial Advisors first reported a position in FENY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.7K in Q1 2026. 248 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Pillar Financial Advisors held 50 shares of Fidelity MSCI Energy Index ETF worth $1.48K as of Q2 2026.
Pillar Financial Advisors left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Pillar Financial Advisors's portfolio in Q2 2026, its #99 holding.
Pillar Financial Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2024 and has held it in 7 quarters since.
Pillar Financial Advisors's Fidelity MSCI Energy Index ETF position peaked at $1.7K in Q1 2026.
248 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.