Fidelity msci energy idx shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Fidelity msci energy idx
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Quarterly reported holdings in Fidelity msci energy idx by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 12k | 24.72 |
| 2025-06-30 | $294k | 13k | 23.45 |
| 2025-03-31 | $325k | 13k | 25.55 |
| 2024-12-31 | $303k | 13k | 23.84 |
| 2024-09-30 | $307k | 13k | 24.08 |
| 2024-06-30 | $298k | 12k | 25.09 |
| 2024-03-31 | $360k | 14k | 25.87 |
| 2023-12-31 | $355k | 15k | 23.04 |
| 2023-09-30 | $448k | 18k | 24.91 |
| 2023-06-30 | $510k | 23k | 22.16 |
| 2023-03-31 | $1.7M | 77k | 22.44 |
| 2022-12-31 | $2.1M | 87k | 23.84 |
| 2022-09-30 | $1.7M | 84k | 19.86 |
| 2022-06-30 | $1.1M | 59k | 19.39 |