SW
FIDU icon

SVB Wealth’s Fidelity MSCI Industrials Index ETF FIDU Stock Holding History

SVB Wealth’s Portfolio FIDU Stock Details FIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Hold
2,962
– – 0.02% 330
2026
Q1 		$256K Hold
2,962
– – 0.02% 340
2025
Q4 		$244K Hold
2,962
– – 0.01% 359
2025
Q3 		$243K Hold
2,962
– – 0.01% 380
2025
Q2 		$230K Buy
+2,962
New +$212K 0.01% 393
2025
Q1 		– Sell
-2,962
Closed -$208K – 1583
2024
Q4 		$208K Buy
+2,962
New +$218K ﹤0.01% 672
2024
Q2 		– Sell
-8,587
Closed -$582K – 773
2024
Q1 		$582K Sell
8,587
-1,882
-18% -$119K 0.01% 446
2023
Q4 		$641K Sell
10,469
-3,481
-25% -$195K 0.02% 420
2023
Q3 		$755K Sell
13,950
-586
-4% -$33.3K 0.02% 361
2023
Q2 		$827K Hold
14,536
– – 0.01% 373
2023
Q1 		$769K Sell
14,536
-4,995
-26% -$263K 0.01% 436
2022
Q4 		$990K Sell
19,531
-58
-0.3% -$2.88K 0.01% 405
2022
Q3 		$856K Sell
19,589
-1,290
-6% -$62.2K 0.01% 397
2022
Q2 		$944K Sell
20,879
-945
-4% -$46.2K 0.01% 337
2022
Q1 		$1.17M Sell
21,824
-1,753
-7% -$93.2K 0.02% 303
2021
Q4 		$1.32M Sell
23,577
-764
-3% -$42.3K 0.02% 267
2021
Q3 		$1.26M Hold
24,341
– – 0.02% 340
2021
Q2 		$1.32M Sell
24,341
-2,770
-10% -$150K 0.02% 328
2021
Q1 		$1.41M Sell
27,111
-3,654
-12% -$179K 0.02% 291
2020
Q4 		$1.45M Sell
30,765
-9,445
-23% -$418K 0.02% 271
2020
Q3 		$1.61M Sell
40,210
-21,334
-35% -$832K 0.03% 240
2020
Q2 		$2.21M Sell
61,544
-55,142
-47% -$1.86M 0.04% 188
2020
Q1 		$3.55M Sell
116,686
-48,487
-29% -$1.88M 0.09% 138
2019
Q4 		$6.94M Buy
165,173
+19,479
+13% +$800K 0.13% 116
2019
Q3 		$5.81M Sell
145,694
-9,124
-6% -$359K 0.12% 122
2019
Q2 		$6.15M Buy
+154,818
New +$6.02M 0.21% 120

Other funds holding FIDU

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

SVB Wealth's FIDU Position: Q2 2026 in Review

SVB Wealth held its Fidelity MSCI Industrials Index ETF (FIDU) position steady in Q2 2026 at 2,962 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #330.

SVB Wealth first reported a position in FIDU in Q2 2019 and has held it in 26 quarters since. The position peaked at $6.94M in Q4 2019. 240 funds tracked by Wall St. Rank hold FIDU as of Q2 2026.

  • SVB Wealth held 2,962 shares of Fidelity MSCI Industrials Index ETF worth $295K as of Q2 2026.
  • SVB Wealth left its Fidelity MSCI Industrials Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Industrials Index ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #330 holding.
  • SVB Wealth first reported a position in Fidelity MSCI Industrials Index ETF in Q2 2019 and has held it in 26 quarters since.
  • SVB Wealth's Fidelity MSCI Industrials Index ETF position peaked at $6.94M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Fidelity MSCI Industrials Index ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.