TIAA Trust, National Association’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

TIAA Trust, National Association’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,064	Closed	-$239K	–	497
2025 Q4	$239K	Sell	1,064 -62	-6%	-$14K	﹤0.01%	628
2025 Q3	$250K	Buy	1,126 +14	+1%	+$2.91K	﹤0.01%	616
2025 Q2	$219K	Buy	+1,112	New	+$192K	﹤0.01%	612

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA Trust, National Association's FTEC Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Fidelity MSCI Information Technology Index ETF (FTEC) in Q1 2026, closing a stake of 1,064 shares — an estimated $239K sold.

TIAA Trust, National Association first reported a position in FTEC in Q2 2025 and held it in 3 quarters. The position peaked at $250K in Q3 2025. 608 funds tracked by Wall St. Rank hold FTEC as of Q1 2026.

TIAA Trust, National Association reported no remaining Fidelity MSCI Information Technology Index ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 1,064 Fidelity MSCI Information Technology Index ETF shares in Q1 2026, an estimated $239K.
TIAA Trust, National Association first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2025 and held it in 3 quarters.
TIAA Trust, National Association's Fidelity MSCI Information Technology Index ETF position peaked at $250K in Q3 2025.
608 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.