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

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 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. 41 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.
41 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.