Sanctuary Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sanctuary Advisors’s Portfolio FENY Stock Details FENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$351K	Sell	11,870 -5,772	-33%	-$184K	﹤0.01%	2220
2026 Q1	$600K	Buy	17,642 +8,781	+99%	+$261K	﹤0.01%	1657
2025 Q4	$219K	Sell	8,861 -1,183	-12%	-$29.2K	﹤0.01%	2227
2025 Q3	$248K	Buy	+10,044	New	+$243K	﹤0.01%	2124

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Sanctuary Advisors's FENY Position: Q2 2026 in Review

Sanctuary Advisors reduced its Fidelity MSCI Energy Index ETF (FENY) stake by 33% in Q2 2026, selling an estimated $184K and leaving 11,870 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Sanctuary Advisors first reported a position in FENY in Q3 2025 and has held it in 4 quarters since. The position peaked at $600K in Q1 2026. 247 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

Sanctuary Advisors held 11,870 shares of Fidelity MSCI Energy Index ETF worth $351K as of Q2 2026.
Sanctuary Advisors sold 5,772 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $184K.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2220 holding.
Sanctuary Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2025 and has held it in 4 quarters since.
Sanctuary Advisors's Fidelity MSCI Energy Index ETF position peaked at $600K in Q1 2026.
247 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.