River Wealth Advisors’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,715	Closed	-$210K	–	205
2025 Q2	$210K	Buy	+2,715	New	+$194K	0.03%	200
2025 Q1	–	Sell	-2,996	Closed	-$211K	–	203
2024 Q4	$211K	Sell	2,996 -215	-7%	-$15.8K	0.03%	203
2024 Q3	$232K	Hold	3,211	–	–	0.03%	199
2024 Q2	$210K	Buy	3,211 +9	+0.3%	+$595	0.03%	189
2024 Q1	$217K	Buy	+3,202	New	+$202K	0.03%	199
2023 Q3	–	Sell	-3,612	Closed	-$205K	–	206
2023 Q2	$205K	Buy	+3,612	New	+$191K	0.03%	209
2019 Q1	–	Sell	-1,587	Closed	-$52K	–	260
2018 Q4	$52K	Buy	1,587 +43	+3%	+$1.55K	0.02%	238
2018 Q3	$62K	Buy	1,544 +397	+35%	+$15.6K	0.02%	259
2018 Q2	$43K	Buy	+1,147	New	+$43.6K	0.02%	284

Other funds holding FIDU

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

River Wealth Advisors's FIDU Position: Q3 2025 in Review

River Wealth Advisors sold out of Fidelity MSCI Industrials Index ETF (FIDU) in Q3 2025, closing a stake of 2,715 shares — an estimated $210K sold.

River Wealth Advisors first reported a position in FIDU in Q2 2018 and held it in 9 quarters. The position peaked at $232K in Q3 2024. 200 funds tracked by Wall St. Rank hold FIDU as of Q3 2025.

River Wealth Advisors reported no remaining Fidelity MSCI Industrials Index ETF position as of Q3 2025 after selling out during the quarter.
River Wealth Advisors sold 2,715 Fidelity MSCI Industrials Index ETF shares in Q3 2025, an estimated $210K.
River Wealth Advisors first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2018 and held it in 9 quarters.
River Wealth Advisors's Fidelity MSCI Industrials Index ETF position peaked at $232K in Q3 2024.
200 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q3 2025.

Based on River Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.