PMFA
FESM icon

Plante Moran Financial Advisors’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

Plante Moran Financial Advisors’s Portfolio FESM Stock Details FESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-167
Closed -$4.92K – 804
2025
Q1 		$4.92K Buy
+167
New +$5.35K ﹤0.01% 643

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LHC
Little House Capital Braintree, Massachusetts $387M AUM 27.85% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $269M AUM 16.92% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

Plante Moran Financial Advisors's FESM Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Fidelity Enhanced Small Cap Core ETF (FESM) in Q2 2025, closing a stake of 167 shares — an estimated $4.92K sold.

Plante Moran Financial Advisors first reported a position in FESM in Q1 2025 and held it in 1 quarter. The position peaked at $4.92K in Q1 2025. 119 funds tracked by Wall St. Rank hold FESM as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Fidelity Enhanced Small Cap Core ETF position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 167 Fidelity Enhanced Small Cap Core ETF shares in Q2 2025, an estimated $4.92K.
  • Plante Moran Financial Advisors first reported a position in Fidelity Enhanced Small Cap Core ETF in Q1 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Fidelity Enhanced Small Cap Core ETF position peaked at $4.92K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.