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Coldstream Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Coldstream Capital 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
-65
Closed -$5.49K – 1854
2025
Q1 		$5.49K Buy
+65
New +$6.11K ﹤0.01% 2650

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $22.3B AUM 46.42% 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 $374B AUM 17.66% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return

Coldstream Capital Management's FDIS Position: Q2 2025 in Review

Coldstream Capital Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2025, closing a stake of 65 shares — an estimated $5.49K sold.

Coldstream Capital Management first reported a position in FDIS in Q1 2025 and held it in 1 quarter. The position peaked at $5.49K in Q1 2025. 227 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.

  • Coldstream Capital Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 65 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $5.49K.
  • Coldstream Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $5.49K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.