Whittier Trust’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Whittier Trust’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-785	Closed	-$43.7K	–	1381
2025 Q4	$43.7K	Hold	785	–	–	﹤0.01%	896
2025 Q3	$45.1K	Hold	785	–	–	﹤0.01%	872
2025 Q2	$41.3K	Hold	785	–	–	﹤0.01%	973
2025 Q1	$40K	Hold	785	–	–	﹤0.01%	975
2024 Q4	$38.3K	Hold	785	–	–	﹤0.01%	977
2024 Q3	$40.7K	Hold	785	–	–	﹤0.01%	965
2024 Q2	$34.5K	Hold	785	–	–	﹤0.01%	984
2024 Q1	$33.3K	Hold	785	–	–	﹤0.01%	1018
2023 Q4	$32.1K	Hold	785	–	–	﹤0.01%	1002
2023 Q3	$29.8K	Hold	785	–	–	﹤0.01%	1033
2023 Q2	$33.2K	Hold	785	–	–	﹤0.01%	1014
2023 Q1	$34.4K	Hold	785	–	–	﹤0.01%	1032
2022 Q4	$35.8K	Hold	785	–	–	﹤0.01%	1022
2022 Q3	$33K	Hold	785	–	–	﹤0.01%	1057
2022 Q2	$35K	Sell	785 -215	-22%	-$10K	﹤0.01%	1035
2022 Q1	$48K	Hold	1,000	–	–	﹤0.01%	980
2021 Q4	$46K	Hold	1,000	–	–	﹤0.01%	995
2021 Q3	$41K	Hold	1,000	–	–	﹤0.01%	978
2021 Q2	$41K	Hold	1,000	–	–	﹤0.01%	1002
2021 Q1	$41K	Buy	+1,000	New	+$40.3K	﹤0.01%	980

Other funds holding FUTY

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

AWM

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Whittier Trust's FUTY Position: Q1 2026 in Review

Whittier Trust sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2026, closing a stake of 785 shares — an estimated $43.7K sold.

Whittier Trust first reported a position in FUTY in Q1 2021 and held it in 20 quarters. The position peaked at $48K in Q1 2022. 258 funds tracked by Wall St. Rank hold FUTY as of Q1 2026.

Whittier Trust reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 785 Fidelity MSCI Utilities Index ETF shares in Q1 2026, an estimated $43.7K.
Whittier Trust first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and held it in 20 quarters.
Whittier Trust's Fidelity MSCI Utilities Index ETF position peaked at $48K in Q1 2022.
258 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.