WIA
FNCL icon

World Investment Advisors’s Fidelity MSCI Financials Index ETF FNCL Stock Holding History

World Investment Advisors’s Portfolio FNCL Stock Details FNCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$666K Sell
9,489
-77
-0.8% -$5.72K 0.01% 862
2025
Q4 		$744K Buy
9,566
+232
+2% +$17.5K 0.01% 784
2025
Q3 		$713K Sell
9,334
-302
-3% -$22.7K 0.01% 668
2025
Q2 		$713K Buy
9,636
+499
+5% +$34.6K 0.02% 612
2025
Q1 		$635K Buy
9,137
+38
+0.4% +$2.69K 0.02% 623
2024
Q4 		$625K Buy
9,099
+35
+0.4% +$2.4K 0.02% 601
2024
Q3 		$579K Buy
9,064
+38
+0.4% +$2.34K 0.02% 551
2024
Q2 		$523K Buy
9,026
+1,561
+21% +$90.4K 0.03% 395
2024
Q1 		$443K Buy
+7,465
New +$416K 0.06% 236

Other funds holding FNCL

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPFSPD
Sava Pension Fund (Sava Penzisko Drushtvo) Skopje $327M AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return