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Fidelity - No Cost iShares ETFs

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Plan was created by bmurphy on 1/30/2013.
Number of Followers: 19


COMMENTS plan comments help
comment plan bmurphy 3/14/2013 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.

comment plan jbj2020 4/5/2013 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,

comment plan bmurphy 7/13/2013 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.

comment plan jbj2020 1/8/2014 2:33:37 PM
FM is not a US Mega Cap. Best fit would be Emerging Markets. Calls into question the portfolio recommendations.

comment plan jbj2020 2/5/2014 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.

comment plan bmurphy 5/5/2014 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.

comment plan jbj2020 5/26/2014 12:09:58 PM
Ok, that was very helpful. Appreciate the feedback on how you use the style maps to construct the portfolio.

comment plan bmurphy 8/13/2014 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.

comment plan bmurphy 8/13/2014 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.

comment plan bmurphy 10/22/2015 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.

comment plan bmurphy 12/9/2015 5:35:19 PM
12/10/15 - the list of no-cost ETFs is exactly correct as of 12/10/15.

comment plan bmurphy 4/18/2016 4:57:13 PM
Plan is exactly correct as of 4/18/16.

comment plan bmurphy 8/10/2016 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.

comment plan bmurphy 12/1/2016 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.

comment plan bmurphy 1/18/2018 12:09:16 PM
Updated plan to include Fidelity Factor ETFs and IWL, removed IDV. Only missing FIDI and FIVA at this time.

comment plan bmurphy 7/7/2018 5:27:21 PM
Plan is missing FDHY, FIDI, FLDR. All else is exactly correct.

comment plan bmurphy 3/1/2019 5:21:38 PM
Plan is missing the following ETFs: BGRN, EAGG, FDHY, IAUF, IBDT, IBMN, IGBH, IGIB, IGLB, IGSB, IRBO, IWF, SDG, USIG

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
iShares Exponential Technologies ETFXTwas added by bmurphy3/1/2019Remove
iShares International Developed Property ETFWPSwas added by bmurphy3/1/2019Remove
iShares Global Timber & Forestry ETFWOODwas added by bmurphy3/1/2019Remove
iShares MSCI Global Agriculture Producers ETFVEGIwas added by bmurphy3/1/2019Remove
iSh Cor US REIT ShsUSRTwas added by bmurphy3/1/2019Remove
iShares TrustUSHYwas added by bmurphy3/1/2019Remove
iShares MSCI World ETFURTHwas added by bmurphy3/1/2019Remove
iShares MSCI UAE Capped ETFUAEwas added by bmurphy3/1/2019Remove
iShares MSCI Turkey ETFTURwas added by bmurphy3/1/2019Remove
iShares MSCI Kokusai ETFTOKwas added by bmurphy3/1/2019Remove
iShares 10-20 Year Treasury Bond ETFTLHwas added by bmurphy3/1/2019Remove
iShares MSCI Thailand Capped ETFTHDwas added by bmurphy3/1/2019Remove
iShares Treasury Floating Rate Bond ETFTFLOwas added by bmurphy3/1/2019Remove
iShares ESG USD Corporate Bond ETFSUSCwas added by bmurphy3/1/2019Remove
iShares ESG 1-5 Year USD Corporate Bond ETFSUSBwas added by bmurphy3/1/2019Remove
iShares MSCI USA ESG Select ETFSUSAwas added by bmurphy3/1/2019Remove
iShares PHLX Semiconductor ETFSOXXwas added by bmurphy3/1/2019Remove
iShares TrustSMMVwas added by bmurphy3/1/2019Remove
iShares TrustSMMDwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Multifactor USA Small-Cap ETFSMLFwas added by bmurphy3/1/2019Remove
iShares MSCI India Small-Cap ETFSMINwas added by bmurphy3/1/2019Remove
iShares Silver TrustSLVwas added by bmurphy3/1/2019Remove
iShares MSCI Japan Small-Cap ETFSCJwas added by bmurphy3/1/2019Remove
iShares Global Consumer Discretionary ETFRXIwas added by bmurphy3/1/2019Remove
iShares Residential Real Estate Capped ETFREZwas added by bmurphy3/1/2019Remove
iShares Mortgage Real Estate Capped ETFREMwas added by bmurphy3/1/2019Remove
iShares Global REIT ETFREETwas added by bmurphy3/1/2019Remove
iShares Aaa - A Rated Corporate Bond ETFQLTAwas added by bmurphy3/1/2019Remove
iShares MSCI Qatar Capped ETFQATwas added by bmurphy3/1/2019Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas added by bmurphy3/1/2019Remove
iShares S&P 100 ETFOEFwas added by bmurphy3/1/2019Remove
iShares Global Materials ETFMXIwas added by bmurphy3/1/2019Remove
iShares TrustMLQDwas added by bmurphy3/1/2019Remove
iShares Short Maturity Municipal Bond ETFMEARwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Multifactor USA ETFLRGFwas added by bmurphy3/1/2019Remove
ClearBridge Large Cap Growth ESG ETFLRGEwas removed by bmurphy3/1/2019
ClearBridge Large Cap Growth ESG ETFLRGEwas added by bmurphy3/1/2019
iShares Interest Rate Hedged Corporate Bond ETFLQDHwas added by bmurphy3/1/2019Remove
iShares TrustLLQDwas added by bmurphy3/1/2019Remove
iShares Emerging Markets Local Currency Bond ETFLEMBwas added by bmurphy3/1/2019Remove
iShares Global Consumer Staples ETFKXIwas added by bmurphy3/1/2019Remove
iShares MSCI Saudi Arabia Capped ETFKSAwas added by bmurphy3/1/2019Remove
iShares Global Utilities ETFJXIwas added by bmurphy3/1/2019Remove
iShares JPX-Nikkei 400 ETFJPXNwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Min Vol Japan ETFJPMVwas added by bmurphy3/1/2019Remove
iShares Morningstar Small-Cap Value ETFJKLwas added by bmurphy3/1/2019Remove
iShares Morningstar Small-Cap Growth ETFJKKwas added by bmurphy3/1/2019Remove
iShares Morningstar Small-Cap ETFJKJwas added by bmurphy3/1/2019Remove
iShares Morningstar Mid-Cap Value ETFJKIwas added by bmurphy3/1/2019Remove
iShares Morningstar Mid-Cap Growth ETFJKHwas added by bmurphy3/1/2019Remove
iShares Morningstar Mid-Cap ETFJKGwas added by bmurphy3/1/2019Remove
iShares Morningstar Large-Cap Value ETFJKFwas added by bmurphy3/1/2019Remove
iShares Morningstar Large-Cap Growth ETFJKEwas added by bmurphy3/1/2019Remove
iShares Morningstar Large-Cap ETFJKDwas added by bmurphy3/1/2019Remove
iShares US Telecommunications ETFIYZwas added by bmurphy3/1/2019Remove
iShares Dow Jones U.S. ETFIYYwas added by bmurphy3/1/2019Remove
iShares US Technology ETFIYWwas added by bmurphy3/1/2019Remove
iShares Transportation Average ETFIYTwas added by bmurphy3/1/2019Remove
iShares US Real Estate ETFIYRwas added by bmurphy3/1/2019Remove
iShares U.S. Basic Materials ETFIYMwas added by bmurphy3/1/2019Remove
iShares Morningstar Multi-Asset Income ETFIYLDwas added by bmurphy3/1/2019Remove
iShares US Consumer Goods ETFIYKwas added by bmurphy3/1/2019Remove
iShares U.S. Industrials ETFIYJwas added by bmurphy3/1/2019Remove
iShares U.S. Healthcare ETFIYHwas added by bmurphy3/1/2019Remove
iShares U.S. Financial Services ETFIYGwas added by bmurphy3/1/2019Remove
iShares US Financials ETFIYFwas added by bmurphy3/1/2019Remove
iShares U.S. Energy ETFIYEwas added by bmurphy3/1/2019Remove
iShares U.S. Consumer Services ETFIYCwas added by bmurphy3/1/2019Remove
iShares Global Telecom ETFIXPwas added by bmurphy3/1/2019Remove
iShares Global Tech ETFIXNwas added by bmurphy3/1/2019Remove
iShares Global Healthcare ETFIXJwas added by bmurphy3/1/2019Remove
iShares Global Financials ETFIXGwas added by bmurphy3/1/2019Remove
iShares Global Energy ETFIXCwas added by bmurphy3/1/2019Remove
iShares Russell Top 200 Growth ETFIWYwas added by bmurphy3/1/2019Remove
iShares Russell Top 200 Value ETFIWXwas added by bmurphy3/1/2019Remove
iShares Russell 3000 ETFIWVwas added by bmurphy3/1/2019Remove
iShares Russell Mid-Cap Value ETFIWSwas added by bmurphy3/1/2019Remove
iShares Russell Mid-Cap ETFIWRwas added by bmurphy3/1/2019Remove
iShares Russell Mid-Cap Growth ETFIWPwas added by bmurphy3/1/2019Remove
iShares Russell 2000 Growth ETFIWOwas added by bmurphy3/1/2019Remove
iShares Russell 2000 Value ETFIWNwas added by bmurphy3/1/2019Remove
iShares Russell 2000 ETFIWMwas added by bmurphy3/1/2019Remove
iShares Russell 1000 Value ETFIWDwas added by bmurphy3/1/2019Remove
iShares Russell 1000 ETFIWBwas added by bmurphy3/1/2019Remove
iShares U.S. Home Construction ETFITBwas added by bmurphy3/1/2019Remove
iShares U.S. Aerospace & Defense ETFITAwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Intl Size Factor ETFISZEwas added by bmurphy3/1/2019Remove
iShares 1-3 Year International Treasury Bond ETFISHGwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Multifactor Intl Small-Cap ETFISCFwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Intl Quality Factor ETFIQLTwas added by bmurphy3/1/2019Remove
iShares International Preferred Stock ETFIPFFwas added by bmurphy3/1/2019Remove
iShares Global 100 ETFIOOwas added by bmurphy3/1/2019Remove
iShares MSCI India ETFINDAwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Intl Momentum Factor ETFIMTMwas added by bmurphy3/1/2019Remove
iShares Core 5-10 Year USD Bond ETFIMTBwas added by bmurphy3/1/2019Remove
iShares U.S. Medical Devices ETFIHIwas added by bmurphy3/1/2019Remove
iShares U.S. Healthcare Providers ETFIHFwas added by bmurphy3/1/2019Remove
iShares US Pharmaceuticals ETFIHEwas added by bmurphy3/1/2019Remove
iShares North American Tech-Software ETFIGVwas added by bmurphy3/1/2019Remove
iShares North American Tech-Multimedia Networking ETFIGNwas added by bmurphy3/1/2019Remove
iShares North American Tech ETFIGMwas added by bmurphy3/1/2019Remove
iShares Global Infrastructure ETFIGFwas added by bmurphy3/1/2019Remove
iShares TrustIGEBwas added by bmurphy3/1/2019Remove
iShares North American Natural Resources ETFIGEwas added by bmurphy3/1/2019Remove
iShares TrustIFRAwas added by bmurphy3/1/2019Remove
iShares Europe Developed Real Estate ETFIFEUwas added by bmurphy3/1/2019Remove
iShares U.S. Oil Equipment & Services ETFIEZwas added by bmurphy3/1/2019Remove
iShares MSCI Europe Small-Cap ETFIEUSwas added by bmurphy3/1/2019Remove
iShares U.S. ETF TrustIETCwas added by bmurphy3/1/2019Remove
iShares U.S. Oil & Gas Exploration & Production ETFIEOwas added by bmurphy3/1/2019Remove
iShares U.S. ETF TrustIEMEwas added by bmurphy3/1/2019Remove
iShares U.S. ETF TrustIEIHwas added by bmurphy3/1/2019Remove
iShares U.S. ETF TrustIEHSwas added by bmurphy3/1/2019Remove
iShares U.S. ETF TrustIEFNwas added by bmurphy3/1/2019Remove
iShares U.S. ETF TrustIEDIwas added by bmurphy3/1/2019Remove
iShares U.S. ETF TrustIECSwas added by bmurphy3/1/2019Remove
iShares US Utilities ETFIDUwas added by bmurphy3/1/2019Remove
iShares Core MSCI International Developed Markets ETFIDEVwas added by bmurphy3/1/2019Remove
iShares Convertible Bond ETFICVTwas added by bmurphy3/1/2019Remove
iShares Liquidity Income FundICSHwas added by bmurphy3/1/2019Remove
iShares MSCI Colombia Capped ETFICOLwas added by bmurphy3/1/2019Remove
iShares Global Clean Energy ETFICLNwas added by bmurphy3/1/2019Remove
iShares Cohen & Steers REIT ETFICFwas added by bmurphy3/1/2019Remove
iShares TrustIBMMwas added by bmurphy3/1/2019Remove
iShares TrustIBMLwas added by bmurphy3/1/2019Remove
iBonds Dec 2022 Term Muni Bond ETFIBMKwas added by bmurphy3/1/2019Remove
iBonds Dec 2021 Term Muni Bond ETFIBMJwas added by bmurphy3/1/2019Remove
iBonds Sep 2020 Term Muni Bond ETFIBMIwas added by bmurphy3/1/2019Remove
iShares iBonds Sep 2019 AMT-Free Muni Bond ETFIBMHwas added by bmurphy3/1/2019Remove
iShares iBonds Dec 2027 Term Corporate ETFIBDSwas added by bmurphy3/1/2019Remove
iShares iBonds Dec 2026 Term Corporate ETFIBDRwas added by bmurphy3/1/2019Remove
iBonds Dec 2025 Term Corporate ETFIBDQwas added by bmurphy3/1/2019Remove
iBonds Dec 2024 Term Corporate ETFIBDPwas added by bmurphy3/1/2019Remove
iBonds Dec 2023 Term Corporate ETFIBDOwas added by bmurphy3/1/2019Remove
iBonds Dec 2022 Term Corporate ETFIBDNwas added by bmurphy3/1/2019Remove
iBonds Dec 2021 Term Corporate ETFIBDMwas added by bmurphy3/1/2019Remove
iBonds Dec 2020 Term Corporate ETFIBDLwas added by bmurphy3/1/2019Remove
iBonds Dec 2019 Term Corporate ETFIBDKwas added by bmurphy3/1/2019Remove
iBonds Mar 2023 Term Corporate ETFIBDDwas added by bmurphy3/1/2019Remove
iBonds Mar 2020 Term Corporate ETFIBDCwas added by bmurphy3/1/2019Remove
iBonds Mar 2023 Term Corporate ex-Financials ETFIBCEwas added by bmurphy3/1/2019Remove
iBonds Mar 2020 Term Corporate ex-Financials ETFIBCDwas added by bmurphy3/1/2019Remove
iShares Nasdaq Biotechnology ETFIBBwas added by bmurphy3/1/2019Remove
iShares Gold TrustIAUwas added by bmurphy3/1/2019Remove
iShares US Regional Banks ETFIATwas added by bmurphy3/1/2019Remove
iShares U.S. Insurance ETFIAKwas added by bmurphy3/1/2019Remove
iShares U.S. Broker-Dealers ETFIAIwas added by bmurphy3/1/2019Remove
iShares Global ex USD High Yield Corporate Bond ETFHYXUwas added by bmurphy3/1/2019Remove
iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETFHYXEwas added by bmurphy3/1/2019Remove
iShares Interest Rate Hedged High Yield Bond ETFHYGHwas added by bmurphy3/1/2019Remove
iShares TrustHYDBwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI EAFE Small-Cap ETFHSCZwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI EMU ETFHEZUwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI South Korea ETFHEWYwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Mexico ETFHEWWwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI United Kingdom ETFHEWUwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Spain ETFHEWPwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Switzerland ETFHEWLwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Japan ETFHEWJwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Italy ETFHEWIwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Germany ETFHEWGwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Canada ETFHEWCwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI EAFE ETFHEFAwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Emerging MarketsHEEMwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI ACWI ex U.S. ETFHAWXwas added by bmurphy3/1/2019Remove
iShares Currency Hedged MSCI Australia ETFHAUDwas added by bmurphy3/1/2019Remove
iShares S&P GSCI Commodity Indexed TrustGSGwas added by bmurphy3/1/2019Remove
iShares Global High Yield Corporate Bond ETFGHYGwas added by bmurphy3/1/2019Remove
iShares Government/Credit Bond ETFGBFwas added by bmurphy3/1/2019Remove
iShares China Large-Cap ETFFXIwas added by bmurphy3/1/2019Remove
Flanders CorporationFLDRwas added by bmurphy3/1/2019Remove
iShares MSCI Global Energy Producers ETFFILLwas added by bmurphy3/1/2019Remove
FIRST NATL BK DICKSOFIDIwas added by bmurphy3/1/2019Remove
iShares Edge U.S. Fixed Income Balanced Risk ETFFIBRwas added by bmurphy3/1/2019Remove
iShares Fallen Angels USD Bond ETFFALNwas added by bmurphy3/1/2019Remove
iShares MSCI EMU ETFEZUwas added by bmurphy3/1/2019Remove
iShares MSCI South Africa ETFEZAwas added by bmurphy3/1/2019Remove
iShares Global Industrials ETFEXIwas added by bmurphy3/1/2019Remove
iShares MSCI Brazil Small-Cap ETFEWZSwas added by bmurphy3/1/2019Remove
iShares MSCI Brazil Capped ETFEWZwas added by bmurphy3/1/2019Remove
iShares MSCI South Korea Capped ETFEWYwas added by bmurphy3/1/2019Remove
iShares MSCI Mexico Capped ETFEWWwas added by bmurphy3/1/2019Remove
iShares MSCI United Kingdom Small-Cap ETFEWUSwas added by bmurphy3/1/2019Remove
iShares MSCI United Kingdom ETFEWUwas added by bmurphy3/1/2019Remove
iShares MSCI Taiwan ETFEWTwas added by bmurphy3/1/2019Remove
iShares MSCI Singapore ETFEWSwas added by bmurphy3/1/2019Remove
iShares MSCI France ETFEWQwas added by bmurphy3/1/2019Remove
iShares MSCI Spain Capped ETFEWPwas added by bmurphy3/1/2019Remove
iShares MSCI Austria Capped ETFEWOwas added by bmurphy3/1/2019Remove
iShares MSCI Netherlands ETFEWNwas added by bmurphy3/1/2019Remove
iShares MSCI Malaysia ETFEWMwas added by bmurphy3/1/2019Remove
iShares MSCI Switzerland Capped ETFEWLwas added by bmurphy3/1/2019Remove
iShares MSCI Belgium Capped ETFEWKwas added by bmurphy3/1/2019Remove
iShares MSCI Italy Capped ETFEWIwas added by bmurphy3/1/2019Remove
iShares MSCI Hong Kong ETFEWHwas added by bmurphy3/1/2019Remove
iShares MSCI Germany Small-Cap ETFEWGSwas added by bmurphy3/1/2019Remove
iShares MSCI Germany ETFEWGwas added by bmurphy3/1/2019Remove
iShares MSCI Sweden ETFEWDwas added by bmurphy3/1/2019Remove
iShares MSCI Canada ETFEWCwas added by bmurphy3/1/2019Remove
iShares MSCI Australia ETFEWAwas added by bmurphy3/1/2019Remove
iShares MSCI USA Equal Weighted ETFEUSAwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Min Vol Europe ETFEUMVwas added by bmurphy3/1/2019Remove
iShares MSCI Europe Financials ETFEUFNwas added by bmurphy3/1/2019Remove
iShares TrustESMLwas added by bmurphy3/1/2019Remove
iShs MSCI USA ShsESGUwas added by bmurphy3/1/2019Remove
iShares MSCI EM ESG Select ETFESGEwas added by bmurphy3/1/2019Remove
iShares MSCI EAFE ESG Select ETFESGDwas added by bmurphy3/1/2019Remove
iShares MSCI Russia Capped ETFERUSwas added by bmurphy3/1/2019Remove
iShares MSCI All Peru Capped ETFEPUwas added by bmurphy3/1/2019Remove
iShares MSCI Pacific ex Japan ETFEPPwas added by bmurphy3/1/2019Remove
iShares MSCI Poland Capped ETFEPOLwas added by bmurphy3/1/2019Remove
iShares MSCI Philippines ETFEPHEwas added by bmurphy3/1/2019Remove
iShares MSCI New Zealand Capped ETFENZLwas added by bmurphy3/1/2019Remove
iShares MSCI Norway Capped ETFENORwas added by bmurphy3/1/2019Remove
iShares MSCI Emerging Markets ex China ETFEMXCwas added by bmurphy3/1/2019Remove
iShares Emerging Markets Infrastructure ETFEMIFwas added by bmurphy3/1/2019Remove
iShares Emerging Markets High Yield Bond ETFEMHYwas added by bmurphy3/1/2019Remove
iShares Interest Rate Hedged Emerging Markets Bond ETFEMBHwas added by bmurphy3/1/2019Remove
iShares MSCI Israel Capped ETFEISwas added by bmurphy3/1/2019Remove
iShares MSCI Ireland Capped ETFEIRLwas added by bmurphy3/1/2019Remove
iShares MSCI Indonesia ETFEIDOwas added by bmurphy3/1/2019Remove
iShares MSCI Finland Capped ETFEFNLwas added by bmurphy3/1/2019Remove
iShares MSCI EAFE ETFEFAwas added by bmurphy3/1/2019Remove
iShares MSCI Emerging Markets Asia ETFEEMAwas added by bmurphy3/1/2019Remove
iShares MSCI Emerging Markets ETFEEMwas added by bmurphy3/1/2019Remove
iShares MSCI Denmark Capped ETFEDENwas added by bmurphy3/1/2019Remove
iShares MSCI China Small-Cap ETFECNSwas added by bmurphy3/1/2019Remove
iShares MSCI Chile Capped ETFECHwas added by bmurphy3/1/2019Remove
iShares Asia/Pacific Dividend ETFDVYAwas added by bmurphy3/1/2019Remove
iShares MSCI KLD 400 Social ETFDSIwas added by bmurphy3/1/2019Remove
iShares TrustDIVBwas added by bmurphy3/1/2019Remove
iShares Adaptive Currency Hedged MSCI EAFE ETFDEFAwas added by bmurphy3/1/2019Remove
iShares MSCI ACWI Low Carbon Target ETFCRBNwas added by bmurphy3/1/2019Remove
iShares Commodities Select Strategy ETFCOMTwas added by bmurphy3/1/2019Remove
iShares MSCI China A ETFCNYAwas added by bmurphy3/1/2019Remove
iShares Bloomberg Roll Select Commodity Strategy ETFCMDYwas added by bmurphy3/1/2019Remove
iShares CMBS ETFCMBSwas added by bmurphy3/1/2019Remove
iShares Emerging Markets Corporate Bond ETFCEMBwas added by bmurphy3/1/2019Remove
iShares Yield Optimized Bond ETFBYLDwas added by bmurphy3/1/2019Remove
iShares MSCI BRIC ETFBKFwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Min Vol Asia ex Japan ETFAXJVwas added by bmurphy3/1/2019Remove
iShares Core Growth Allocation ETFAORwas added by bmurphy3/1/2019Remove
iShares Core Moderate Allocation FundAOMwas added by bmurphy3/1/2019Remove
iShares Core Conservative Allocation ETFAOKwas added by bmurphy3/1/2019Remove
iShares Core Aggressive Allocation ETFAOAwas added by bmurphy3/1/2019Remove
iShares Russell 1000 Pure U.S. Revenue ETFAMCAwas added by bmurphy3/1/2019Remove
iShares Asia 50 ETFAIAwas added by bmurphy3/1/2019Remove
AGT Food and Ingredients IncAGTwas added by bmurphy3/1/2019Remove
iShares MSCI ACWI ex US ETFACWXwas added by bmurphy3/1/2019Remove
iShares Edge MSCI Multifactor Global ETFACWFwas added by bmurphy3/1/2019Remove
Fidel Covington Tr Shs International Value Factor FundFIVAwas added by bmurphy7/7/2018Remove
Fidelity Value Factor ETFFVALwas added by bmurphy1/18/2018Remove
Fidelity Quality Factor ETFFQALwas added by bmurphy1/18/2018Remove
Fidelity Core Dividend ETFFDVVwas added by bmurphy1/18/2018Remove
Fidelity Dividend ETF for Rising RatesFDRRwas added by bmurphy1/18/2018Remove
Fidelity Momentum Factor ETFFDMOwas added by bmurphy1/18/2018Remove
Fidelity Low Volatility Factor ETFFDLOwas added by bmurphy1/18/2018Remove
iShares Russell Top 200 ETFIWLwas added by bmurphy1/18/2018Remove
iShares International Select Dividend ETFIDVwas removed by bmurphy1/18/2018
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDwas added by bmurphy7/15/2017Remove
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDwas removed by bmurphy7/15/2017Remove
iShares MSCI BRIC ETFBKFwas removed by bmurphy2/14/2017Remove
iShares Select Dividend ETFDVYwas removed by bmurphy2/14/2017
iShares 1-3 Year International Treasury Bond ETFISHGwas removed by bmurphy2/14/2017Remove
iShares S&P 100 ETFOEFwas removed by bmurphy2/14/2017Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas removed by bmurphy2/14/2017Remove
iShares MSCI Global Agriculture Producers ETFVEGIwas removed by bmurphy2/14/2017Remove
iShares Emerging Markets Local Currency Bond ETFLEMBwas removed by bmurphy2/14/2017Remove
iShares Emerging Markets Local Currency Bond ETFLEMBwas added by bmurphy2/14/2017Remove
iShares MSCI Global Agriculture Producers ETFVEGIwas added by bmurphy2/14/2017Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas added by bmurphy2/14/2017Remove
iShares S&P 100 ETFOEFwas added by bmurphy2/14/2017Remove
iShares 1-3 Year International Treasury Bond ETFISHGwas added by bmurphy2/14/2017Remove
iShares Select Dividend ETFDVYwas added by bmurphy2/14/2017
iShares MSCI BRIC ETFBKFwas added by bmurphy2/14/2017Remove
iShares MSCI Global Agriculture Producers ETFVEGIwas removed by bmurphy2/14/2017Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas removed by bmurphy2/14/2017Remove
iShares S&P 100 ETFOEFwas removed by bmurphy2/14/2017Remove
iShares Emerging Markets Local Currency Bond ETFLEMBwas removed by bmurphy2/14/2017Remove
iShares 1-3 Year International Treasury Bond ETFISHGwas removed by bmurphy2/14/2017Remove
iShares Select Dividend ETFDVYwas removed by bmurphy2/14/2017
iShares MSCI BRIC ETFBKFwas removed by bmurphy2/14/2017Remove
iShares MSCI Global Agriculture Producers ETFVEGIwas added by bmurphy12/1/2016Remove
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDwas added by bmurphy12/1/2016Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas added by bmurphy12/1/2016Remove
Fidelity NASDAQ Composite Index Tracking Stock ETFONEQwas added by bmurphy12/1/2016Remove
iShares S&P 100 ETFOEFwas added by bmurphy12/1/2016Remove
iShares Emerging Markets Local Currency Bond ETFLEMBwas added by bmurphy12/1/2016Remove
iShares 1-3 Year International Treasury Bond ETFISHGwas added by bmurphy12/1/2016Remove
iShares Core International Aggregate Bond ETFIAGGwas added by bmurphy12/1/2016Remove
iShares Select Dividend ETFDVYwas added by bmurphy12/1/2016
iShares MSCI EAFE Value ETFEFVwas added by bmurphy12/1/2016Remove
iShares MSCI EAFE Growth ETFEFGwas added by bmurphy12/1/2016Remove
iShares MSCI BRIC ETFBKFwas added by bmurphy12/1/2016Remove
iShares 0-5 Year High Yield Corporate Bond ETFSHYGwas added by bmurphy10/11/2016Remove
iShares 3-7 Year Treasury Bond ETFIEIwas added by bmurphy10/11/2016Remove
iShares Core Total USD Bond Market ETFIUSBwas added by bmurphy10/11/2016Remove
iShares Core MSCI Pacific ETFIPACwas added by bmurphy10/11/2016Remove
iShares Emerging Markets Local Currency Bond ETFLEMBwas removed by bmurphy10/11/2016Remove
iShares S&P 100 ETFOEFwas removed by bmurphy10/11/2016Remove
iShares 1-3 Year International Treasury Bond ETFISHGwas removed by bmurphy10/11/2016Remove
iShares MSCI BRIC ETFBKFwas removed by bmurphy10/11/2016Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas removed by bmurphy10/11/2016Remove
iShares MSCI Global Agriculture Producers ETFVEGIwas removed by bmurphy10/11/2016Remove
iShares Select Dividend ETFDVYwas removed by bmurphy10/11/2016
iShares TrustITIPwas removed by bmurphy8/10/2016
iShares Core S&P 500 ETFIVVwas added by bmurphy4/18/2016Remove
iShares Core S&P 500 ETFIVVwas removed by bmurphy4/18/2016Remove
Fidelity MSCI Real Estate Index ETFFRELwas added by bmurphy12/9/2015Remove
Fidelity Limited Term Bond ETFFLTBwas added by bmurphy12/9/2015Remove
Fidelity Corporate Bond ETFFCORwas added by bmurphy12/9/2015Remove
Fidelity Total Bond ETFFBNDwas added by bmurphy12/9/2015Remove
iShares Core Dividend Growth ETFDGROwas added by bmurphy12/9/2015Remove
iShares MSCI All Country World Mini VolACWVwas added by bmurphy12/9/2015Remove
Fidelity MSCI Utilities Index ETFFUTYwas added by bmurphy10/22/2015Remove
Fidelity MSCI Telecommunication Services Index ETFFCOMwas added by bmurphy10/22/2015Remove
Fidelity MSCI Materials Index ETFFMATwas added by bmurphy10/22/2015Remove
Fidelity MSCI Information Technology Index ETFFTECwas added by bmurphy10/22/2015Remove
Fidelity MSCI Industrials Index ETFFIDUwas added by bmurphy10/22/2015Remove
Fidelity MSCI Health Care Index ETFFHLCwas added by bmurphy10/22/2015Remove
Fidelity MSCI Financials Index ETFFNCLwas added by bmurphy10/22/2015Remove
Fidelity MSCI Energy Index ETFFENYwas added by bmurphy10/22/2015Remove
Fidelity MSCI Consumer Staples Index ETFFSTAwas added by bmurphy10/22/2015Remove
Fidelity MSCI Consumer Discretionary Index ETFFDISwas added by bmurphy10/22/2015Remove
  was removed by bmurphy10/22/2015
iShares US Real Estate ETFIYRwas removed by bmurphy10/22/2015Remove
Fidelity NASDAQ Composite Index Tracking Stock ETFONEQwas removed by bmurphy10/22/2015Remove
iShares Core MSCI Europe ETFIEURwas added by bmurphy10/22/2015Remove
iShares Short Treasury Bond ETFSHVwas added by bmurphy10/22/2015Remove
Fidelity NASDAQ Composite Index Tracking Stock ETFONEQwas added by bmurphy8/13/2014Remove
iShares Core High Dividend ETFHDVwas added by bmurphy8/13/2014Remove
iShares Core U.S. Growth ETFIUSGwas added by bmurphy8/13/2014Remove
iShares Core U.S. Value ETFIUSVwas added by bmurphy8/13/2014Remove
iShares Core MSCI Total International Stock ETFIXUSwas added by bmurphy9/9/2013Remove
iShares Core S&P Total U.S. Stock Market ETFITOTwas added by bmurphy9/9/2013Remove
iShares Core 1-5 Year USD Bond ETFISTBwas added by bmurphy9/9/2013Remove
iShares Core Long-Term US Bond ETFILTBwas added by bmurphy9/9/2013Remove
iShares Core MSCI EAFE ETFIEFAwas added by bmurphy9/9/2013Remove
iShares MSCI Frontier 100 ETFFMwas added by bmurphy9/9/2013Remove
iShares MSCI Global Silver Miners ETFSLVPwas added by bmurphy3/14/2013Remove
iShares MSCI Global Gold Miners ETFRINGwas added by bmurphy3/14/2013Remove
iShares MSCI Global Metals & Mining Producers ETFPICKwas added by bmurphy3/14/2013Remove
iShares MSCI Global Agriculture Producers ETFVEGIwas added by bmurphy3/14/2013Remove
iShares Emerging Markets Local Currency Bond ETFLEMBwas added by bmurphy3/14/2013Remove
iShares TrustITIPwas added by bmurphy3/14/2013
iShares International Treasury Bond ETFIGOVwas added by bmurphy3/14/2013Remove
iShares 1-3 Year International Treasury Bond ETFISHGwas added by bmurphy3/14/2013Remove
iShares New York Muni Bond ETFNYFwas added by bmurphy3/14/2013Remove
iShares Short-Term National Muni Bond ETFSUBwas added by bmurphy3/14/2013Remove
iShares California Muni Bond ETFCMFwas added by bmurphy3/14/2013Remove
iShares MBS ETFMBBwas added by bmurphy3/14/2013Remove
iShares Agency Bond ETFAGZwas added by bmurphy3/14/2013Remove
iShares GNMA Bond ETFGNMAwas added by bmurphy3/14/2013Remove
iShares 0-5 Year TIPS Bond ETFSTIPwas added by bmurphy3/14/2013Remove
iShares 20+ Year Treasury Bond ETFTLTwas added by bmurphy3/14/2013Remove
iShares 7-10 Year Treasury Bond ETFIEFwas added by bmurphy3/14/2013Remove
iShares 1-3 Year Treasury Bond ETFSHYwas added by bmurphy3/14/2013Remove
iShares Core U.S. Treasury Bond ETFGOVTwas added by bmurphy3/14/2013Remove
iShares Floating Rate Bond ETFFLOTwas added by bmurphy3/14/2013Remove
iShares Intermediate Government/Credit Bond ETFGVIwas added by bmurphy3/14/2013Remove
iShares International Developed Real Estate ETFIFGLwas added by bmurphy3/14/2013Remove
iShares Edge MSCI Min Vol Emerging Markets ETFEEMVwas added by bmurphy3/14/2013Remove
iShares Edge MSCI Min Vol EAFE ETFEFAVwas added by bmurphy3/14/2013Remove
iShares Emerging Markets Dividend ETFDVYEwas added by bmurphy3/14/2013Remove
iShares MSCI China ETFMCHIwas added by bmurphy3/14/2013Remove
  was added by bmurphy3/14/2013
iShares MSCI BRIC ETFBKFwas added by bmurphy3/14/2013Remove
iShares Latin America 40 ETFILFwas added by bmurphy3/14/2013Remove
iShares India 50 ETFINDYwas added by bmurphy3/14/2013Remove
iShares MSCI Emerging Markets Small-Cap ETFEEMSwas added by bmurphy3/14/2013Remove
iShares Core MSCI Emerging Markets ETFIEMGwas added by bmurphy3/14/2013Remove
iShares MSCI Japan ETFEWJwas added by bmurphy3/14/2013Remove
iShares MSCI All Country Asia ex Japan ETFAAXJwas added by bmurphy3/14/2013Remove
iShares Europe ETFIEVwas added by bmurphy3/14/2013Remove
iShares Edge MSCI Min Vol USA ETFUSMVwas added by bmurphy3/14/2013Remove
iShares US Preferred Stock ETFPFFwas added by bmurphy3/14/2013Remove
iShares Micro-Cap ETFIWCwas added by bmurphy3/14/2013Remove
iShares S&P 100 ETFOEFwas added by bmurphy3/14/2013Remove
iShares MSCI ACWI ex US ETFACWXwas removed by bmurphy3/14/2013Remove
iShares MSCI Emerging Markets ETFEEMwas removed by bmurphy3/14/2013Remove
iShares MSCI EAFE ETFEFAwas removed by bmurphy3/14/2013Remove
iShares Russell 2000 Growth ETFIWOwas removed by bmurphy3/14/2013Remove
iShares Russell 2000 ETFIWMwas removed by bmurphy3/14/2013Remove
iShares Russell 2000 Value ETFIWNwas removed by bmurphy3/14/2013Remove
iShares Russell 1000 Growth ETFIWFwas removed by bmurphy3/14/2013
iShares Russell 3000 ETFIWVwas removed by bmurphy3/14/2013Remove
iShares Russell 1000 ETFIWBwas removed by bmurphy3/14/2013Remove
iShares Russell 1000 Value ETFIWDwas removed by bmurphy3/14/2013Remove
iShares S&P Mid-Cap 400 Growth ETFIJKwas added by bmurphy1/30/2013Remove
iShares S&P Mid-Cap 400 Value ETFIJJwas added by bmurphy1/30/2013Remove
iShares National Muni Bond ETFMUBwas added by bmurphy1/30/2013Remove
iShares Core S&P Small-Cap ETFIJRwas added by bmurphy1/30/2013Remove
iShares S&P Small-Cap 600 Growth ETFIJTwas added by bmurphy1/30/2013Remove
iShares S&P Small-Cap 600 Value ETFIJSwas added by bmurphy1/30/2013Remove
iShares Russell 2000 Growth ETFIWOwas added by bmurphy1/30/2013Remove
iShares Russell 2000 Value ETFIWNwas added by bmurphy1/30/2013Remove
iShares Russell 3000 ETFIWVwas added by bmurphy1/30/2013Remove
iShares Core S&P 500 ETFIVVwas added by bmurphy1/30/2013Remove
iShares S&P 500 Growth ETFIVWwas added by bmurphy1/30/2013Remove
iShares S&P 500 Value ETFIVEwas added by bmurphy1/30/2013Remove
iShares Core S&P Mid-Cap ETFIJHwas added by bmurphy1/30/2013Remove
iShares MSCI Emerging Markets ETFEEMwas added by bmurphy1/30/2013Remove
iShares Russell 1000 ETFIWBwas added by bmurphy1/30/2013Remove
iShares Russell 1000 Growth ETFIWFwas added by bmurphy1/30/2013
iShares Russell 1000 Value ETFIWDwas added by bmurphy1/30/2013Remove
iShares Russell 2000 ETFIWMwas added by bmurphy1/30/2013Remove
iShares iBoxx $ High Yield Corporate Bond ETFHYGwas added by bmurphy1/30/2013Remove
iShares JP Morgan USD Emerging Markets Bond ETFEMBwas added by bmurphy1/30/2013Remove
iShares MSCI ACWI ETFACWIwas added by bmurphy1/30/2013Remove
iShares MSCI ACWI ex US ETFACWXwas added by bmurphy1/30/2013Remove
iShares MSCI EAFE ETFEFAwas added by bmurphy1/30/2013Remove
iShares MSCI EAFE Small-Cap ETFSCZwas added by bmurphy1/30/2013Remove
iShares International Select Dividend ETFIDVwas added by bmurphy1/30/2013
iShares Select Dividend ETFDVYwas added by bmurphy1/30/2013
iShares US Real Estate ETFIYRwas added by bmurphy1/30/2013Remove
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDwas added by bmurphy1/30/2013Remove
US Cash / Money MarketUSCASHwas added by bmurphy1/30/2013Remove
iShares Core U.S. Aggregate Bond ETFAGGwas added by bmurphy1/30/2013Remove
iShares TIPS Bond ETFTIPwas added by bmurphy1/30/2013Remove
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Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information