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Fidelity msci indl indx shares owned by Betterment

Quarter-by-quarter ownership of Fidelity msci indl indx (FIDU) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Fidelity msci indl indx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci indl indx held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci indl indx by Betterment

Quarter filed Position value Share count Share price at filing
2026-06-30 $415k 4.2k 99.57
2026-03-31 $331k 3.8k 86.42
2025-12-31 $322k 3.9k 82.61

More positions owned by Betterment

Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
SPDR State Street Global Advisors State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded Core Plus Bd Etf (JCPB)
SPDR State Street Global Advisors State Street Spd (SPMD)
SPDR State Street Global Advisors State Street Spd (SPSM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Goldman Sachs Activebeta Us Lg (GSLC)

View all positions for Betterment

Top funds holding Fidelity msci indl indx

Lido Advisors
AE Wealth Management
Northwestern Mutual Wealth Management Company
Agf Management
Commonwealth Equity Services
LPL Financial
PFG Financial Advisors
Morgan Stanley
Sanctuary Advisors
Kovitz Investment Group Partners
Bank of America Corporation
Independence Financial Advisors
Wells Fargo & Company
Kestra Advisory Services
Mercer Global Advisors

View all funds holding Fidelity msci indl indx