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Cherry Tree Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Cherry Tree 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
2026
Q2 		$35.5K Hold
345
– – 0.01% 315
2026
Q1 		$32.2K Buy
+345
New +$34.6K 0.01% 308

Other funds holding FDIS

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AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Cherry Tree Wealth Management's FDIS Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 345 shares worth $35.5K. The position accounts for 0.01% of the portfolio, ranked #315.

Cherry Tree Wealth Management first reported a position in FDIS in Q1 2026 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Cherry Tree Wealth Management held 345 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $35.5K as of Q2 2026.
  • Cherry Tree Wealth Management left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Cherry Tree Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.