Sweeney & Michel’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Sweeney & Michel’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$225K	Sell	4,039 -463	-10%	-$27.2K	0.06%	151
2026 Q2	$272K	Buy	4,502 +12	+0.3%	+$712	0.07%	139
2026 Q1	$272K	Buy	4,490 +13	+0.3%	+$762	0.08%	129
2025 Q4	$279K	Buy	4,477 +174	+4%	+$8.98K	0.08%	122
2025 Q3	$219K	Sell	4,303 -613	-12%	-$31.9K	0.07%	128
2025 Q2	$255K	Buy	4,916 +19	+0.4%	+$912	0.09%	112
2025 Q1	$206K	Buy	+4,897	New	+$243K	0.09%	116
2024 Q3	$343K	Buy	6,216 +21	+0.3%	+$1.08K	0.14%	95
2024 Q2	$303K	Buy	6,195 +21	+0.3%	+$1.07K	0.13%	95
2024 Q1	$320K	Buy	+6,174	New	+$300K	0.14%	88
2023 Q3	$371K	Sell	8,587 -1,475	-15%	-$68.2K	0.19%	75
2023 Q2	$472K	Sell	10,062 -1,071	-10%	-$47.9K	0.24%	68
2023 Q1	$496K	Buy	+11,133	New	+$510K	0.26%	61

Other funds holding FMAT

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Trail Ridge Investment Advisors Fort Collins, Colorado $236M AUM 18.14% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Sweeney & Michel's FMAT Position: Q3 2026 in Review

Sweeney & Michel reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 10% in Q3 2026, selling an estimated $27.2K and leaving 4,039 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #151.

Sweeney & Michel first reported a position in FMAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $496K in Q1 2023. 34 funds tracked by Wall St. Rank hold FMAT as of Q3 2026.

Sweeney & Michel held 4,039 shares of Fidelity MSCI Materials Index ETF worth $225K as of Q3 2026.
Sweeney & Michel sold 463 Fidelity MSCI Materials Index ETF shares in Q3 2026, an estimated $27.2K.
Fidelity MSCI Materials Index ETF made up 0.06% of Sweeney & Michel's portfolio in Q3 2026, its #151 holding.
Sweeney & Michel first reported a position in Fidelity MSCI Materials Index ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Fidelity MSCI Materials Index ETF position peaked at $496K in Q1 2023.
34 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.