CIBC Private Wealth Group
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CIBC Private Wealth Group’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

CIBC Private Wealth Group’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
Q4 		$152K Buy
1,491
+74
+5% +$7.51K ﹤0.01% 1326
2025
Q3 		$146K Buy
1,417
+1,294
+1,052% +$128K ﹤0.01% 1317
2025
Q2 		$11.6K Sell
123
-76
-38% -$6.7K ﹤0.01% 2198
2025
Q1 		$15K Sell
199
-195
-49% -$18.3K ﹤0.01% 2095
2024
Q4 		$38.3K Buy
+394
New +$36.9K ﹤0.01% 1786

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIBC Private Wealth Group's FDIS Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 5.2% in Q4 2025, buying an estimated $7.51K and bringing the position to 1,491 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

CIBC Private Wealth Group first reported a position in FDIS in Q4 2024 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold FDIS as of Q4 2025.

  • CIBC Private Wealth Group held 1,491 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $152K as of Q4 2025.
  • CIBC Private Wealth Group bought 74 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2025, an estimated $7.51K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1326 holding.
  • CIBC Private Wealth Group first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.