Sax Wealth Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

Sax Wealth Advisors’s Portfolio FENI Stock Details FENI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.17M	Sell	138,878 -23,078	-14%	-$913K	0.21%	83
2026 Q1	$5.92M	Hold	161,956	–	–	0.29%	62
2025 Q4	$5.92M	Buy	161,956 +31,350	+24%	+$1.12M	0.28%	64
2025 Q3	$4.61M	Buy	130,606 +24,108	+23%	+$821K	0.25%	63
2025 Q2	$3.54M	Buy	106,498 +4,778	+5%	+$149K	0.21%	71
2025 Q1	$3.03M	Buy	101,720 +33,714	+50%	+$992K	0.22%	66
2024 Q4	$1.87M	Buy	68,006 +39,684	+140%	+$1.14M	0.15%	81
2024 Q3	$858K	Buy	28,322 +3,079	+12%	+$89.5K	0.08%	106
2024 Q2	$715K	Sell	25,243 -123	-0.5%	-$3.5K	0.07%	112
2024 Q1	$724K	Buy	25,366 +440	+2%	+$12K	0.08%	92
2023 Q4	$661K	Buy	+24,926	New	+$639K	0.11%	97

Other funds holding FENI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Sax Wealth Advisors's FENI Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Fidelity Enhanced International ETF (FENI) stake by 14% in Q2 2026, selling an estimated $913K and leaving 138,878 shares worth $5.17M. The position accounts for 0.21% of the portfolio, ranked #83.

Sax Wealth Advisors first reported a position in FENI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.92M in Q1 2026. 428 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

Sax Wealth Advisors held 138,878 shares of Fidelity Enhanced International ETF worth $5.17M as of Q2 2026.
Sax Wealth Advisors sold 23,078 Fidelity Enhanced International ETF shares in Q2 2026, an estimated $913K.
Fidelity Enhanced International ETF made up 0.21% of Sax Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Sax Wealth Advisors first reported a position in Fidelity Enhanced International ETF in Q4 2023 and has held it in 11 quarters since.
Sax Wealth Advisors's Fidelity Enhanced International ETF position peaked at $5.92M in Q1 2026.
428 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.