Signature Estate & Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Signature Estate & Investment Advisors’s Portfolio FNCL Stock Details FNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,667	Closed	-$204K	–	617
2025 Q3	$204K	Sell	2,667 -49	-2%	-$3.69K	﹤0.01%	574
2025 Q2	$201K	Sell	2,716 -361	-12%	-$25K	﹤0.01%	557
2025 Q1	$214K	Sell	3,077 -285	-8%	-$20.2K	0.01%	516
2024 Q4	$231K	Buy	+3,362	New	+$231K	0.01%	475

Other funds holding FNCL

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPFSPD

Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Signature Estate & Investment Advisors's FNCL Position: Q4 2025 in Review

Signature Estate & Investment Advisors sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q4 2025, closing a stake of 2,667 shares — an estimated $204K sold.

Signature Estate & Investment Advisors first reported a position in FNCL in Q4 2024 and held it in 4 quarters. The position peaked at $231K in Q4 2024. 265 funds tracked by Wall St. Rank hold FNCL as of Q4 2025.

Signature Estate & Investment Advisors reported no remaining Fidelity MSCI Financials Index ETF position as of Q4 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 2,667 Fidelity MSCI Financials Index ETF shares in Q4 2025, an estimated $204K.
Signature Estate & Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and held it in 4 quarters.
Signature Estate & Investment Advisors's Fidelity MSCI Financials Index ETF position peaked at $231K in Q4 2024.
265 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q4 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.