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 Q2	$667K	Hold	9,489	–	–	0.01%	836
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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

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

KAS

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

World Investment Advisors's FNCL Position: Q2 2026 in Review

World Investment Advisors held its Fidelity MSCI Financials Index ETF (FNCL) position steady in Q2 2026 at 9,489 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #836.

World Investment Advisors first reported a position in FNCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $744K in Q4 2025. 255 funds tracked by Wall St. Rank hold FNCL as of Q2 2026.

World Investment Advisors held 9,489 shares of Fidelity MSCI Financials Index ETF worth $667K as of Q2 2026.
World Investment Advisors left its Fidelity MSCI Financials Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Financials Index ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #836 holding.
World Investment Advisors first reported a position in Fidelity MSCI Financials Index ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's Fidelity MSCI Financials Index ETF position peaked at $744K in Q4 2025.
255 funds tracked by Wall St. Rank held Fidelity MSCI Financials Index ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.