The Fidelity Enhanced International ETF (NYSEARCA:FENI) has quietly become one of the larger active international equity vehicles on the market, with net assets of roughly $8.1 billion as of the March 2026 NPORT filing.
International developed market stocks have beaten the S&P 500 by a wide margin year to date, and one Fidelity ETF is quietly riding that wave while paying investors roughly 3% in dividends.
Investors are on the hunt for international equities exposure. Despite some notable global uncertainty of late, U.S. investors have poured significant capital into international equity strategies and opportunities.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 154,142 | $5.49M | $6.21M | $715,658.38 | 13.03% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 22,808 | $837,886.21 | $921,443.2 | $83,556.99 | 9.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 149,503 | $5.3M | $6M | $704,172.46 | 13.29% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 6,040 | $200,890.4 | $242,475.8 | $41,585.4 | 20.7% |
| RR rosemary richard WCG Wealth Advisors LLC | 61,618 | $2.07M | $2.47M | $408,338.49 | 19.77% |
| ARCA Exchange | US Country |
This fund is meticulously designed for investors looking to tap into the potential of developed markets outside of North America, specifically excluding the U.S. and Canada. By aligning at least 80% of its investments with common stocks that are part of the MSCI EAFE Index, it affords its investors a unique opportunity. The MSCI EAFE Index is esteemed for its comprehensive coverage, encapsulating a market capitalization-weighted panorama that gauges the investable equity market performance in developed markets. The investment strategy is deeply rooted in a computer-aided, quantitative analysis approach. This methodology meticulously evaluates historical data across various dimensions, including valuation, growth, profitability, among other vital factors. The underlying goal is to curate a well-rounded and diversified portfolio of stocks. These stocks are strategically selected based on their potential to outperform the index, thereby aiming to deliver a higher total return to the investors.
This service provides investors with an opportunity to diversify their investment portfolio by gaining exposure to equity markets of developed countries, outside of North America. By focusing on the MSCI EAFE Index, the fund selects stocks that exhibit potential for high returns, leveraging quantitative analysis techniques to make informed decisions.
The backbone of the investment strategy is a sophisticated computer-aided, quantitative analysis process. This involves a detailed examination of historical data concerning valuation, growth, profitability, and other crucial financial metrics. The aim is to identify stocks from the MSCI EAFE Index that possess the potential to offer superior total returns, thus enabling the fund to aim for performance that surpasses the benchmark index.