Yoder Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Yoder Wealth Management’s Portfolio FMAT Stock Details FMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Sell	24,985 -296	-1%	-$17.3K	0.66%	43
2025 Q4	$1.34M	Buy	25,281 +1,934	+8%	+$99.8K	0.61%	43
2025 Q3	$1.22M	Buy	23,347 +1,072	+5%	+$55.7K	0.58%	45
2025 Q2	$1.11M	Buy	22,275 +1,042	+5%	+$50K	0.58%	46
2025 Q1	$1.03M	Buy	21,233 +541	+3%	+$26.9K	0.58%	44
2024 Q4	$997K	Buy	20,692 +1,652	+9%	+$87.2K	0.55%	46
2024 Q3	$1.03M	Buy	19,040 +1,164	+7%	+$59.6K	0.62%	42
2024 Q2	$884K	Buy	17,876 +767	+4%	+$39K	0.57%	43
2024 Q1	$896K	Buy	17,109 +1,343	+9%	+$65.3K	0.58%	41
2023 Q4	$768K	Buy	15,766 +1,688	+12%	+$75.9K	0.54%	41
2023 Q3	$622K	Buy	14,078 +927	+7%	+$42.9K	0.51%	45
2023 Q2	$614K	Buy	13,151 +1,364	+12%	+$61K	0.48%	44
2023 Q1	$537K	Buy	+11,787	New	+$540K	0.45%	46

Other funds holding FMAT

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Yoder Wealth Management's FMAT Position: Q1 2026 in Review

Yoder Wealth Management reduced its Fidelity MSCI Materials Index ETF (FMAT) stake by 1.2% in Q1 2026, selling an estimated $17.3K and leaving 24,985 shares worth $1.44M. The position accounts for 0.66% of the portfolio, ranked #43.

Yoder Wealth Management first reported a position in FMAT in Q1 2023 and has held it in 13 quarters since. 133 funds tracked by Wall St. Rank hold FMAT as of Q1 2026.

Yoder Wealth Management held 24,985 shares of Fidelity MSCI Materials Index ETF worth $1.44M as of Q1 2026.
Yoder Wealth Management sold 296 Fidelity MSCI Materials Index ETF shares in Q1 2026, an estimated $17.3K.
Fidelity MSCI Materials Index ETF made up 0.66% of Yoder Wealth Management's portfolio in Q1 2026, its #43 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Materials Index ETF in Q1 2023 and has held it in 13 quarters since.
133 funds tracked by Wall St. Rank held Fidelity MSCI Materials Index ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.