TWM
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Tanager Wealth Management’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

Tanager Wealth Management’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
Q2 		– Sell
-7,323
Closed -$509K – 126
2025
Q1 		$509K Hold
7,323
– – 0.07% 67
2024
Q4 		$503K Buy
+7,323
New +$503K 0.07% 65

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Tanager Wealth Management's FNCL Position: Q2 2025 in Review

Tanager Wealth Management sold out of Fidelity MSCI Financials Index ETF (FNCL) in Q2 2025, closing a stake of 7,323 shares — an estimated $509K sold.

Tanager Wealth Management first reported a position in FNCL in Q4 2024 and held it in 2 quarters. The position peaked at $509K in Q1 2025. 254 funds tracked by Wall St. Rank hold FNCL as of Q2 2025.

  • Tanager Wealth Management reported no remaining Fidelity MSCI Financials Index ETF position as of Q2 2025 after selling out during the quarter.
  • Tanager Wealth Management sold 7,323 Fidelity MSCI Financials Index ETF shares in Q2 2025, an estimated $509K.
  • Tanager Wealth Management first reported a position in Fidelity MSCI Financials Index ETF in Q4 2024 and held it in 2 quarters.
  • Tanager Wealth Management's Fidelity MSCI Financials Index ETF position peaked at $509K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2025.

Based on Tanager Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.