SAG
FESM icon

SageView Advisory Group’s Fidelity Enhanced Small Cap Core ETF FESM Stock Holding History

SageView Advisory Group’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
Q4 		$208K Hold
5,500
– – 0.01% 589
2025
Q3 		$201K Buy
+5,500
New +$189K 0.01% 629

Other funds holding FESM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

SageView Advisory Group's FESM Position: Q4 2025 in Review

SageView Advisory Group held its Fidelity Enhanced Small Cap Core ETF (FESM) position steady in Q4 2025 at 5,500 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #589.

SageView Advisory Group first reported a position in FESM in Q3 2025 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold FESM as of Q4 2025.

  • SageView Advisory Group held 5,500 shares of Fidelity Enhanced Small Cap Core ETF worth $208K as of Q4 2025.
  • SageView Advisory Group left its Fidelity Enhanced Small Cap Core ETF share count unchanged in Q4 2025.
  • Fidelity Enhanced Small Cap Core ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #589 holding.
  • SageView Advisory Group first reported a position in Fidelity Enhanced Small Cap Core ETF in Q3 2025 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Fidelity Enhanced Small Cap Core ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.