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WealthShield Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

WealthShield Partners’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-46
Closed -$1.56K – 456
2026
Q1 		$1.56K Buy
+46
New +$1.37K ﹤0.01% 591

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LPL Financial
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HighTower Advisors
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AM
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Cetera Investment Advisers
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Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

WealthShield Partners's FENY Position: Q2 2026 in Review

WealthShield Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2026, closing a stake of 46 shares — an estimated $1.56K sold.

WealthShield Partners first reported a position in FENY in Q1 2026 and held it in 1 quarter. The position peaked at $1.56K in Q1 2026. 246 funds tracked by Wall St. Rank hold FENY as of Q2 2026.

  • WealthShield Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 46 Fidelity MSCI Energy Index ETF shares in Q2 2026, an estimated $1.56K.
  • WealthShield Partners first reported a position in Fidelity MSCI Energy Index ETF in Q1 2026 and held it in 1 quarter.
  • WealthShield Partners's Fidelity MSCI Energy Index ETF position peaked at $1.56K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.