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Fidelity msci matls index shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Fidelity msci matls index (FMAT) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Fidelity msci matls index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci matls index 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 matls index by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 3.7k 57.64
2023-09-30 $368k 16k 22.75

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 Core Equity 2 (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)
Ishares Tr Core S&p Us Vlu (IUSV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Modera Wealth Management

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