World Investment Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

World Investment Advisors’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
2024 Q1	–	Sell	-6,957	Closed	-$284K	–	422
2023 Q4	$284K	Sell	6,957 -122	-2%	-$4.79K	0.04%	318
2023 Q3	$268K	Sell	7,079 -1,541	-18%	-$64K	0.05%	216
2023 Q2	$364K	Sell	8,620 -26,758	-76%	-$1.16M	0.07%	170
2023 Q1	$1.55M	Buy	35,378 +25,053	+243%	+$1.1M	0.32%	60
2022 Q4	$471K	Buy	+10,325	New	+$454K	0.11%	133
2021 Q1	–	Sell	-9,973	Closed	-$406K	–	232
2020 Q4	$406K	Buy	+9,973	New	+$406K	0.1%	140

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIA

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Investment Advisors's FUTY Position: Q1 2024 in Review

World Investment Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 6,957 shares — an estimated $284K sold.

World Investment Advisors first reported a position in FUTY in Q4 2020 and held it in 6 quarters. The position peaked at $1.55M in Q1 2023. 180 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

World Investment Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
World Investment Advisors sold 6,957 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $284K.
World Investment Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 6 quarters.
World Investment Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.55M in Q1 2023.
180 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on World Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.