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Schwarz Dygos Wheeler Investment Advisors’s Fidelity Enhanced International ETF FENI Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$247K Buy
6,164
+124
+2% +$4.91K 0.05% 153
2026
Q1 		$225K Hold
6,040
– – 0.05% 154
2025
Q4 		$221K Hold
6,040
– – 0.05% 158
2025
Q3 		$213K Hold
6,040
– – 0.05% 158
2025
Q2 		$201K Buy
+6,040
New +$189K 0.05% 159

Other funds holding FENI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's FENI Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Fidelity Enhanced International ETF (FENI) stake by 2.1% in Q2 2026, buying an estimated $4.91K and bringing the position to 6,164 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #153.

Schwarz Dygos Wheeler Investment Advisors first reported a position in FENI in Q2 2025 and has held it in 5 quarters since. 282 funds tracked by Wall St. Rank hold FENI as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 6,164 shares of Fidelity Enhanced International ETF worth $247K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 124 Fidelity Enhanced International ETF shares in Q2 2026, an estimated $4.91K.
  • Fidelity Enhanced International ETF made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Fidelity Enhanced International ETF in Q2 2025 and has held it in 5 quarters since.
  • 282 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.