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World Investment Advisors’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

World Investment Advisors’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$203K Buy
+3,844
New +$190K ﹤0.01% 1455
2026
Q1 		– Sell
-9,562
Closed -$422K – 1611
2025
Q4 		$422K Buy
9,562
+3,940
+70% +$173K 0.01% 1006
2025
Q3 		$247K Buy
+5,622
New +$242K 0.01% 1076

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

World Investment Advisors opened a new position in Fidelity Small-Mid Multifactor ETF (FSMD) in Q2 2026: 3,844 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: World Investment Advisors previously reported a position in FSMD as recently as Q4 2025.

World Investment Advisors first reported a position in FSMD in Q3 2025 and has held it in 3 quarters since. The position peaked at $422K in Q4 2025. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • World Investment Advisors held 3,844 shares of Fidelity Small-Mid Multifactor ETF worth $203K as of Q2 2026.
  • Fidelity Small-Mid Multifactor ETF was a new World Investment Advisors position in Q2 2026.
  • Fidelity Small-Mid Multifactor ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1455 holding.
  • World Investment Advisors first reported a position in Fidelity Small-Mid Multifactor ETF in Q3 2025 and has held it in 3 quarters since.
  • World Investment Advisors's Fidelity Small-Mid Multifactor ETF position peaked at $422K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

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