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Coston McIsaac & Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Coston McIsaac & Partners’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
Q3 		– Sell
-229
Closed -$21K – 810
2025
Q2 		$21K Buy
229
+1
+0.4% +$88 0.01% 416
2025
Q1 		$19K Buy
+228
New +$21.4K 0.01% 401

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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coston McIsaac & Partners's FDIS Position: Q3 2025 in Review

Coston McIsaac & Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2025, closing a stake of 229 shares — an estimated $21K sold.

Coston McIsaac & Partners first reported a position in FDIS in Q1 2025 and held it in 2 quarters. The position peaked at $21K in Q2 2025. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

  • Coston McIsaac & Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 229 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2025, an estimated $21K.
  • Coston McIsaac & Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2025 and held it in 2 quarters.
  • Coston McIsaac & Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $21K in Q2 2025.
  • 229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Coston McIsaac & Partners's 13F filing for Q3 2025, filed 5 Nov 2025.