RWA
FNCL icon

River Wealth Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

River Wealth Advisors’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
Q2 		$270K Sell
3,532
-772
-18% -$57.2K 0.03% 195
2026
Q1 		$302K Buy
4,304
+197
+5% +$14.6K 0.03% 178
2025
Q4 		$319K Sell
4,107
-13
-0.3% -$982 0.04% 174
2025
Q3 		$315K Sell
4,120
-426
-9% -$32.1K 0.04% 180
2025
Q2 		$337K Sell
4,546
-51
-1% -$3.54K 0.04% 175
2025
Q1 		$320K Sell
4,597
-151
-3% -$10.7K 0.04% 170
2024
Q4 		$326K Buy
4,748
+238
+5% +$16.4K 0.04% 173
2024
Q3 		$288K Sell
4,510
-76
-2% -$4.67K 0.04% 184
2024
Q2 		$266K Sell
4,586
-5
-0.1% -$289 0.04% 176
2024
Q1 		$273K Sell
4,591
-34
-0.7% -$1.89K 0.04% 177
2023
Q4 		$248K Sell
4,625
-295
-6% -$14.4K 0.04% 183
2023
Q3 		$229K Sell
4,920
-708
-13% -$34.2K 0.04% 189
2023
Q2 		$265K Buy
5,628
+159
+3% +$7.22K 0.04% 187
2023
Q1 		$247K Buy
5,469
+672
+14% +$32.9K 0.04% 191
2022
Q4 		$230K Sell
4,797
-207
-4% -$9.9K 0.04% 194
2022
Q3 		$216K Sell
5,004
-50
-1% -$2.35K 0.05% 189
2022
Q2 		$226K Buy
5,054
+194
+4% +$9.48K 0.04% 202
2022
Q1 		$263K Buy
4,860
+557
+13% +$30.9K 0.04% 201
2021
Q4 		$241K Sell
4,303
-573
-12% -$32.3K 0.04% 208
2021
Q3 		$262K Buy
4,876
+527
+12% +$28.1K 0.04% 192
2021
Q2 		$228K Sell
4,349
-358
-8% -$18.7K 0.04% 201
2021
Q1 		$230K Sell
4,707
-69
-1% -$3.19K 0.04% 199
2020
Q4 		$202K Buy
+4,776
New +$183K 0.04% 201
2019
Q1 		– Sell
-2,317
Closed -$80K – 264
2018
Q4 		$80K Buy
2,317
+117
+5% +$4.42K 0.04% 202
2018
Q3 		$89K Buy
2,200
+536
+32% +$22K 0.03% 214
2018
Q2 		$65K Buy
+1,664
New +$67.5K 0.03% 246

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

River Wealth Advisors's FNCL Position: Q2 2026 in Review

River Wealth Advisors reduced its Fidelity MSCI Financials Index ETF (FNCL) stake by 18% in Q2 2026, selling an estimated $57.2K and leaving 3,532 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #195.

River Wealth Advisors first reported a position in FNCL in Q2 2018 and has held it in 26 quarters since. The position peaked at $337K in Q2 2025. 257 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

  • River Wealth Advisors held 3,532 shares of Fidelity MSCI Financials Index ETF worth $270K as of Q2 2026.
  • River Wealth Advisors sold 772 Fidelity MSCI Financials Index ETF shares in Q2 2026, an estimated $57.2K.
  • Fidelity MSCI Financials Index ETF made up 0.03% of River Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • River Wealth Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q2 2018 and has held it in 26 quarters since.
  • River Wealth Advisors's Fidelity MSCI Financials Index ETF position peaked at $337K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.