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Fidelity msci energy idx shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $255k 8.6k 29.56
2026-03-31 $294k 8.6k 34.02
2022-06-30 $207k 11k 19.44

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Apple (AAPL)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Modera Wealth Management

Top funds holding Fidelity msci energy idx

Charles Schwab Investment Management
Sixth Street Partners Management Company
Lido Advisors
Envestnet Asset Management
Commonwealth Equity Services
LPL Financial
HighTower Advisors
Northwestern Mutual Wealth Management Company
Agf Management
Cetera Investment Advisers
Marshall Wace
Two Sigma Investments
SageGuard Financial Group
Cutler Capital Management
Wells Fargo & Company

View all funds holding Fidelity msci energy idx