Eaton Vance Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Eaton Vance 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
2022 Q1	–	Sell	-582	Closed	-$51K	–	2102
2021 Q4	$51K	Buy	582 +300	+106%	+$26.1K	﹤0.01%	2085
2021 Q3	$0	Hold	282	–	–	﹤0.01%	2229
2021 Q2	$23K	Hold	282	–	–	﹤0.01%	2396
2021 Q1	$22K	Buy	+282	New	+$21.2K	﹤0.01%	2034

Other funds holding FDIS

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Eaton Vance Management's FDIS Position: Q1 2022 in Review

Eaton Vance Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2022, closing a stake of 582 shares — an estimated $51K sold.

Eaton Vance Management first reported a position in FDIS in Q1 2021 and held it in 4 quarters. The position peaked at $51K in Q4 2021. 182 funds tracked by Wall St. Rank hold FDIS as of Q1 2022.

Eaton Vance Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 582 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2022, an estimated $51K.
Eaton Vance Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $51K in Q4 2021.
182 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.