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Brass Tax Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Brass Tax Wealth Management’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
2025
Q2 		– Sell
-2,505
Closed -$212K – 232
2025
Q1 		$212K Sell
2,505
-137
-5% -$12.9K 0.04% 208
2024
Q4 		$257K Buy
+2,642
New +$248K 0.05% 171

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

Brass Tax Wealth Management's FDIS Position: Q2 2025 in Review

Brass Tax Wealth Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2025, closing a stake of 2,505 shares — an estimated $212K sold.

Brass Tax Wealth Management first reported a position in FDIS in Q4 2024 and held it in 2 quarters. The position peaked at $257K in Q4 2024. 228 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.

  • Brass Tax Wealth Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2025 after selling out during the quarter.
  • Brass Tax Wealth Management sold 2,505 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $212K.
  • Brass Tax Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and held it in 2 quarters.
  • Brass Tax Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $257K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.

Based on Brass Tax Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.