Selective Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Selective Wealth Management’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
2022 Q4	$240K	Buy	+9,750	New	+$233K	0.13%	105

Other funds holding FENY

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Selective Wealth Management's FENY Position: Q4 2022 in Review

Selective Wealth Management opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q4 2022: 9,750 shares worth $240K. The stake represents 0.13% of the portfolio and ranks #105 among its holdings.

191 funds tracked by Wall St. Rank hold FENY as of Q4 2022.

Selective Wealth Management held 9,750 shares of Fidelity MSCI Energy Index ETF worth $240K as of Q4 2022.
Fidelity MSCI Energy Index ETF was a new Selective Wealth Management position in Q4 2022.
Fidelity MSCI Energy Index ETF made up 0.13% of Selective Wealth Management's portfolio in Q4 2022, its #105 holding.
191 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.