Fidelity - No Cost iShares ETFs
| NAME | TICKER | ACTION | DATE | REMOVE |
|---|---|---|---|---|
| Fidel Covington Tr Shs International Value Factor Fund | FIVA | was added by bmurphy | 7/7/2018 12:00:00 AM | |
| Fidelity Value Factor ETF | FVAL | was added by bmurphy | 1/18/2018 12:00:00 AM | |
| Fidelity Quality Factor ETF | FQAL | was added by bmurphy | 1/18/2018 12:00:00 AM | |
| Fidelity Core Dividend ETF | FDVV | was added by bmurphy | 1/18/2018 12:00:00 AM | |
| Fidelity Dividend ETF for Rising Rates | FDRR | was added by bmurphy | 1/18/2018 12:00:00 AM | |
| Fidelity Momentum Factor ETF | FDMO | was added by bmurphy | 1/18/2018 12:00:00 AM | |
| Fidelity Low Volatility Factor ETF | FDLO | was added by bmurphy | 1/18/2018 12:00:00 AM | |
| iShares Russell Top 200 ETF | IWL | was added by bmurphy | 1/18/2018 12:00:00 AM | |
| iShares International Select Dividend ETF | IDV | was removed by bmurphy | 1/18/2018 12:00:00 AM | |
| iShares 0-5 Year Investment Grade Corporate Bond ETF | SLQD | was added by bmurphy | 7/15/2017 12:00:00 AM | |
| iShares 0-5 Year Investment Grade Corporate Bond ETF | SLQD | was removed by bmurphy | 7/15/2017 12:00:00 AM | |
| iShares MSCI BRIC ETF | BKF | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares Select Dividend ETF | DVY | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares 1-3 Year International Treasury Bond ETF | ISHG | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares S&P 100 ETF | OEF | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI Global Metals & Mining Producers ETF | PICK | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI Global Agriculture Producers ETF | VEGI | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares Emerging Markets Local Currency Bond ETF | LEMB | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares Emerging Markets Local Currency Bond ETF | LEMB | was added by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI Global Agriculture Producers ETF | VEGI | was added by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI Global Metals & Mining Producers ETF | PICK | was added by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares S&P 100 ETF | OEF | was added by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares 1-3 Year International Treasury Bond ETF | ISHG | was added by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares Select Dividend ETF | DVY | was added by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI BRIC ETF | BKF | was added by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI Global Agriculture Producers ETF | VEGI | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI Global Metals & Mining Producers ETF | PICK | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares S&P 100 ETF | OEF | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares Emerging Markets Local Currency Bond ETF | LEMB | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares 1-3 Year International Treasury Bond ETF | ISHG | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares Select Dividend ETF | DVY | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI BRIC ETF | BKF | was removed by bmurphy | 2/14/2017 12:00:00 AM | |
| iShares MSCI Global Agriculture Producers ETF | VEGI | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares 0-5 Year Investment Grade Corporate Bond ETF | SLQD | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares MSCI Global Metals & Mining Producers ETF | PICK | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| Fidelity NASDAQ Composite Index Tracking Stock ETF | ONEQ | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares S&P 100 ETF | OEF | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares Emerging Markets Local Currency Bond ETF | LEMB | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares 1-3 Year International Treasury Bond ETF | ISHG | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares Core International Aggregate Bond ETF | IAGG | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares Select Dividend ETF | DVY | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares MSCI EAFE Value ETF | EFV | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares MSCI EAFE Growth ETF | EFG | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares MSCI BRIC ETF | BKF | was added by bmurphy | 12/1/2016 12:00:00 AM | |
| iShares 0-5 Year High Yield Corporate Bond ETF | SHYG | was added by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares 3-7 Year Treasury Bond ETF | IEI | was added by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares Core Total USD Bond Market ETF | IUSB | was added by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares Core MSCI Pacific ETF | IPAC | was added by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares Emerging Markets Local Currency Bond ETF | LEMB | was removed by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares S&P 100 ETF | OEF | was removed by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares 1-3 Year International Treasury Bond ETF | ISHG | was removed by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares MSCI BRIC ETF | BKF | was removed by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares MSCI Global Metals & Mining Producers ETF | PICK | was removed by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares MSCI Global Agriculture Producers ETF | VEGI | was removed by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares Select Dividend ETF | DVY | was removed by bmurphy | 10/11/2016 12:00:00 AM | |
| iShares Trust | ITIP | was removed by bmurphy | 8/10/2016 12:00:00 AM | |
| iShares Core S&P 500 ETF | IVV | was added by bmurphy | 4/18/2016 12:00:00 AM | |
| iShares Core S&P 500 ETF | IVV | was removed by bmurphy | 4/18/2016 12:00:00 AM | |
| Fidelity MSCI Real Estate Index ETF | FREL | was added by bmurphy | 12/9/2015 12:00:00 AM | |
| Fidelity Limited Term Bond ETF | FLTB | was added by bmurphy | 12/9/2015 12:00:00 AM | |
| Fidelity Corporate Bond ETF | FCOR | was added by bmurphy | 12/9/2015 12:00:00 AM | |
| Fidelity Total Bond ETF | FBND | was added by bmurphy | 12/9/2015 12:00:00 AM | |
| iShares Core Dividend Growth ETF | DGRO | was added by bmurphy | 12/9/2015 12:00:00 AM | |
| iShares MSCI All Country World Mini Vol | ACWV | was added by bmurphy | 12/9/2015 12:00:00 AM | |
| Fidelity MSCI Utilities Index ETF | FUTY | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Telecommunication Services Index ETF | FCOM | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Materials Index ETF | FMAT | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Information Technology Index ETF | FTEC | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Industrials Index ETF | FIDU | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Health Care Index ETF | FHLC | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Financials Index ETF | FNCL | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Energy Index ETF | FENY | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Consumer Staples Index ETF | FSTA | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity MSCI Consumer Discretionary Index ETF | FDIS | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| was removed by bmurphy | 10/22/2015 12:00:00 AM | |||
| iShares US Real Estate ETF | IYR | was removed by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity NASDAQ Composite Index Tracking Stock ETF | ONEQ | was removed by bmurphy | 10/22/2015 12:00:00 AM | |
| iShares Core MSCI Europe ETF | IEUR | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| iShares Short Treasury Bond ETF | SHV | was added by bmurphy | 10/22/2015 12:00:00 AM | |
| Fidelity NASDAQ Composite Index Tracking Stock ETF | ONEQ | was added by bmurphy | 8/13/2014 12:00:00 AM | |
| iShares Core High Dividend ETF | HDV | was added by bmurphy | 8/13/2014 12:00:00 AM | |
| iShares Core U.S. Growth ETF | IUSG | was added by bmurphy | 8/13/2014 12:00:00 AM | |
| iShares Core U.S. Value ETF | IUSV | was added by bmurphy | 8/13/2014 12:00:00 AM | |
| iShares Core MSCI Total International Stock ETF | IXUS | was added by bmurphy | 9/9/2013 12:00:00 AM | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | was added by bmurphy | 9/9/2013 12:00:00 AM | |
| iShares Core 1-5 Year USD Bond ETF | ISTB | was added by bmurphy | 9/9/2013 12:00:00 AM | |
| iShares Core Long-Term US Bond ETF | ILTB | was added by bmurphy | 9/9/2013 12:00:00 AM | |
| iShares Core MSCI EAFE ETF | IEFA | was added by bmurphy | 9/9/2013 12:00:00 AM | |
| iShares MSCI Frontier 100 ETF | FM | was added by bmurphy | 9/9/2013 12:00:00 AM | |
| iShares MSCI Global Silver Miners ETF | SLVP | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI Global Gold Miners ETF | RING | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI Global Metals & Mining Producers ETF | PICK | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI Global Agriculture Producers ETF | VEGI | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Emerging Markets Local Currency Bond ETF | LEMB | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Trust | ITIP | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares International Treasury Bond ETF | IGOV | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares 1-3 Year International Treasury Bond ETF | ISHG | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares New York Muni Bond ETF | NYF | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Short-Term National Muni Bond ETF | SUB | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares California Muni Bond ETF | CMF | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MBS ETF | MBB | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Agency Bond ETF | AGZ | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares GNMA Bond ETF | GNMA | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares 0-5 Year TIPS Bond ETF | STIP | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares 20+ Year Treasury Bond ETF | TLT | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares 7-10 Year Treasury Bond ETF | IEF | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares 1-3 Year Treasury Bond ETF | SHY | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Core U.S. Treasury Bond ETF | GOVT | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Floating Rate Bond ETF | FLOT | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Intermediate Government/Credit Bond ETF | GVI | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares International Developed Real Estate ETF | IFGL | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Edge MSCI Min Vol Emerging Markets ETF | EEMV | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Edge MSCI Min Vol EAFE ETF | EFAV | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Emerging Markets Dividend ETF | DVYE | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI China ETF | MCHI | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| was added by bmurphy | 3/14/2013 12:00:00 AM | |||
| iShares MSCI BRIC ETF | BKF | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Latin America 40 ETF | ILF | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares India 50 ETF | INDY | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI Emerging Markets Small-Cap ETF | EEMS | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Core MSCI Emerging Markets ETF | IEMG | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI Japan ETF | EWJ | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI All Country Asia ex Japan ETF | AAXJ | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Europe ETF | IEV | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Edge MSCI Min Vol USA ETF | USMV | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares US Preferred Stock ETF | PFF | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Micro-Cap ETF | IWC | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares S&P 100 ETF | OEF | was added by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI ACWI ex US ETF | ACWX | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI Emerging Markets ETF | EEM | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares MSCI EAFE ETF | EFA | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Russell 2000 Growth ETF | IWO | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Russell 2000 ETF | IWM | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Russell 2000 Value ETF | IWN | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Russell 1000 Growth ETF | IWF | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Russell 3000 ETF | IWV | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Russell 1000 ETF | IWB | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares Russell 1000 Value ETF | IWD | was removed by bmurphy | 3/14/2013 12:00:00 AM | |
| iShares S&P Mid-Cap 400 Growth ETF | IJK | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares S&P Mid-Cap 400 Value ETF | IJJ | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares National Muni Bond ETF | MUB | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Core S&P Small-Cap ETF | IJR | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares S&P Small-Cap 600 Growth ETF | IJT | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares S&P Small-Cap 600 Value ETF | IJS | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Russell 2000 Growth ETF | IWO | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Russell 2000 Value ETF | IWN | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Russell 3000 ETF | IWV | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Core S&P 500 ETF | IVV | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares S&P 500 Growth ETF | IVW | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares S&P 500 Value ETF | IVE | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Core S&P Mid-Cap ETF | IJH | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares MSCI Emerging Markets ETF | EEM | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Russell 1000 ETF | IWB | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Russell 1000 Growth ETF | IWF | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Russell 1000 Value ETF | IWD | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Russell 2000 ETF | IWM | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares iBoxx $ High Yield Corporate Bond ETF | HYG | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares JP Morgan USD Emerging Markets Bond ETF | EMB | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares MSCI ACWI ETF | ACWI | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares MSCI ACWI ex US ETF | ACWX | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares MSCI EAFE ETF | EFA | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares MSCI EAFE Small-Cap ETF | SCZ | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares International Select Dividend ETF | IDV | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Select Dividend ETF | DVY | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares US Real Estate ETF | IYR | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares iBoxx $ Investment Grade Corporate Bond ETF | LQD | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| US Cash / Money Market | USCASH | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares Core U.S. Aggregate Bond ETF | AGG | was added by bmurphy | 1/30/2013 12:00:00 AM | |
| iShares TIPS Bond ETF | TIP | was added by bmurphy | 1/30/2013 12:00:00 AM |
COMMENTS
Help
bmurphy3/14/2013 5:27:09 PM
3/14/13 - Fidelity updated their Commission Free iShares ETF list. We've updated the list on our site as well. However, we are missing the following tickers (less than 1yr. data): ITOT, IXUS, IEFA, FM, ISTB, ILTB.
jbj20204/5/2013 4:52:10 PM
Need to update the names of the following funds:
SLVP, RING, PICK, VEGI, ITIP, STIP, GOVT, FLOT, EEMV, DVYE, EEME, EEMS, USMV,
I would do it myself if the software allowed it. Thanks,
bmurphy7/13/2013 12:07:31 PM
Hi jbj2020 - sorry for the late response here. Fund names are passed to us by our data provider...I suspect the right names will be updated in time. We haven't implemented the capability to overwrite names but if this is of interest, we may do so.
jbj20201/8/2014 2:33:37 PM
FM is not a US Mega Cap. Best fit would be Emerging Markets. Calls into question the portfolio recommendations.
jbj20202/5/2014 3:28:44 PM
PFF also not a Emerging Market Bond fund. Is all US Preferred Stock and should have a corresponding index. Not to say that these should not be in the portfolio, but they are giving wrong comparisons.
bmurphy5/5/2014 9:14:39 PM
Hi there, sorry for the delayed response but I only saw these comments earlier today!
The "Best Fit Index" you're speaking of is a statistical measure representing which of the 52 different global indices we cover the specific funds returns have correlated best with over the past year. Since we don't have a separate index for "Africa & Middle East Emerging Markets" or "Preferred Stocks" our analysis defaults to the best fit amongst the remaining indices used in our service. We expect to further build-out our index list over time, so I suspect many of these issues will go away as well.
The "Best Fit Index" (BFI) is not used in the portfolio construction process - instead we rely on each fund's style maps. The style maps (presented in condensed form at the bottom right hand side of each fund page) present a more refined breakdown of the fund's style based on 30 different factors in our risk framework...so, while the BFI is subject to bigger errors, the style mapping should always convey a better overall fit for funds, and provide a better mapping to our portfolio construction process.
For example, in our style framework FM looks like a combination of emerging markets (~20%), credit sensitive bonds (~40%) and US stocks (~40% with a tilt towards value). The style map explains about 38% of the past year's movements for the fund's returns.
For PFF the style map shows as 78% bonds (predominantly credit sensitive), 4% alternatives (REITs) and 18% US value-oriented stocks. The style weights explain about 53% of PFFs last year's returns.
The explanability for both funds (38% and 53%) is modest and I'd expect that to rise substantially when we add indices that better represent some of these sectors - we'll probably add a finer breakdown of international stocks, preferreds, MLPs, etc. in time.
Overall I think the portfolio construction picks these securities because they have style exposures to sectors we are biased towards and positive "alpha" versus their respective style maps. So I'm not overly concerned about the BFI misfit.
jbj20205/26/2014 12:09:58 PM
Ok, that was very helpful. Appreciate the feedback on how you use the style maps to construct the portfolio.
bmurphy8/13/2014 12:25:23 PM
Adding the following ETFs to the list: IUSV, IUSG, HDV. Missing DGRO & IEUR as they don't yet have a year of historical data to back them up.
bmurphy8/13/2014 12:27:41 PM
Added ONEQ to the list. Missing DGRO, IEUR, FDIS, FSTA, FENY, FNCL, FHLC, FIDU, FTEC, FMAT, FCOM, FUTY as there is not one full year of data for these securities as of yet.
bmurphy10/22/2015 10:19:49 AM
Added: SHV, IEUR, FDIS, FSTA, FENY, FNCL, FHLC, FIDU, FTEC, FMAT, FCOM, FUTY. Removed: ONEQ, IYR, EEME. Missing: DRGO, ACWV, FREL, FBND, FLTB, FCOR.
bmurphy12/9/2015 5:35:19 PM
12/10/15 - the list of no-cost ETFs is exactly correct as of 12/10/15.
bmurphy4/18/2016 4:57:13 PM
Plan is exactly correct as of 4/18/16.
bmurphy8/10/2016 10:05:36 AM
Removed ITIP from the fund lineup as it will stop trading at the end of August, 2016. Will add IAGG when we have a year's worth of trade data.
bmurphy12/1/2016 5:43:30 PM
Fidelity added 6 factor ETFs that will be added in the next year as their trading dictates: FDLO, FDMO, FDRR, FDVV, FQAL, FVAL.
bmurphy1/18/2018 12:09:16 PM
Updated plan to include Fidelity Factor ETFs and IWL, removed IDV. Only missing FIDI and FIVA at this time.
bmurphy7/7/2018 5:27:21 PM
Plan is missing FDHY, FIDI, FLDR. All else is exactly correct.
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