River Wealth Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

River Wealth Advisors’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,504	Closed	-$206K	–	202
2024 Q4	$206K	Buy	+3,504	New	+$203K	0.03%	204
2019 Q1	–	Sell	-503	Closed	-$14K	–	253
2018 Q4	$14K	Buy	503 +128	+34%	+$3.88K	0.01%	377
2018 Q3	$12K	Buy	375 +50	+15%	+$1.51K	﹤0.01%	434
2018 Q2	$9K	Buy	+325	New	+$9.3K	﹤0.01%	453

Other funds holding FCOM

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

FSC

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

River Wealth Advisors's FCOM Position: Q1 2025 in Review

River Wealth Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2025, closing a stake of 3,504 shares — an estimated $206K sold.

River Wealth Advisors first reported a position in FCOM in Q2 2018 and held it in 4 quarters. The position peaked at $206K in Q4 2024. 169 funds tracked by Wall St. Rank hold FCOM as of Q1 2025.

River Wealth Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2025 after selling out during the quarter.
River Wealth Advisors sold 3,504 Fidelity MSCI Communication Services Index ETF shares in Q1 2025, an estimated $206K.
River Wealth Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q2 2018 and held it in 4 quarters.
River Wealth Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $206K in Q4 2024.
169 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2025.

Based on River Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.