WealthShield Partners’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

WealthShield Partners’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 Q2	–	Sell	-320	Closed	-$18.4K	–	465
2026 Q1	$18.4K	Hold	320	–	–	﹤0.01%	505
2025 Q4	$17K	Hold	320	–	–	﹤0.01%	490
2025 Q3	$16.8K	Hold	320	–	–	﹤0.01%	487
2025 Q2	$16K	Hold	320	–	–	﹤0.01%	480
2025 Q1	$15.5K	Hold	320	–	–	﹤0.01%	468
2024 Q4	$15.4K	Hold	320	–	–	﹤0.01%	433
2024 Q3	$17.3K	Hold	320	–	–	﹤0.01%	435
2024 Q2	$15.8K	Hold	320	–	–	﹤0.01%	412
2024 Q1	$16.8K	Hold	320	–	–	﹤0.01%	408
2023 Q4	$15.6K	Hold	320	–	–	﹤0.01%	419
2023 Q3	$14.1K	Hold	320	–	–	﹤0.01%	428
2023 Q2	$14.9K	Hold	320	–	–	﹤0.01%	431
2023 Q1	$14.6K	Buy	+320	New	+$14.7K	﹤0.01%	427
2021 Q3	–	Sell	-320	Closed	-$15K	–	408
2021 Q2	$15K	Hold	320	–	–	﹤0.01%	693
2021 Q1	$14K	Buy	+320	New	+$13.5K	﹤0.01%	736

Other funds holding FMAT

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

IFA

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WealthShield Partners's FMAT Position: Q2 2026 in Review

WealthShield Partners sold out of Fidelity MSCI Materials Index ETF (FMAT) in Q2 2026, closing a stake of 320 shares — an estimated $18.4K sold.

WealthShield Partners first reported a position in FMAT in Q1 2021 and held it in 15 quarters. The position peaked at $18.4K in Q1 2026. 147 funds tracked by Wall St. Rank hold FMAT as of Q2 2026.

WealthShield Partners reported no remaining Fidelity MSCI Materials Index ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 320 Fidelity MSCI Materials Index ETF shares in Q2 2026, an estimated $18.4K.
WealthShield Partners first reported a position in Fidelity MSCI Materials Index ETF in Q1 2021 and held it in 15 quarters.
WealthShield Partners's Fidelity MSCI Materials Index ETF position peaked at $18.4K in Q1 2026.
147 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q2 2026.

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