Birchbrook’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Birchbrook’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$618	Buy	+6	New	+$605	﹤0.01%	285

Other funds holding FDIS

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Birchbrook's FDIS Position: Q2 2026 in Review

Birchbrook opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 6 shares worth $618. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings.

92 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Birchbrook held 6 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $618 as of Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new Birchbrook position in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #285 holding.
92 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.