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Whittier Trust’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Whittier Trust’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
Q2 		$86.7K Hold
312
– – ﹤0.01% 776
2026
Q1 		$66.6K Hold
312
– – ﹤0.01% 790
2025
Q4 		$71.3K Hold
312
– – ﹤0.01% 796
2025
Q3 		$70.2K Hold
312
– – ﹤0.01% 779
2025
Q2 		$61.5K Hold
312
– – ﹤0.01% 895
2025
Q1 		$50.3K Buy
+312
New +$55.9K ﹤0.01% 930

Other funds holding FTEC

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Whittier Trust's FTEC Position: Q2 2026 in Review

Whittier Trust held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 312 shares worth $86.7K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Whittier Trust first reported a position in FTEC in Q1 2025 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Whittier Trust held 312 shares of Fidelity MSCI Information Technology Index ETF worth $86.7K as of Q2 2026.
  • Whittier Trust left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Information Technology Index ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #776 holding.
  • Whittier Trust first reported a position in Fidelity MSCI Information Technology Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 654 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.