EI
FDIS icon

Ellevest Inc’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-56
Closed -$3.67K – 785
2023
Q1 		$3.67K Buy
+56
New +$3.53K ﹤0.01% 1298

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ellevest Inc's FDIS Position: Q2 2023 in Review

Ellevest Inc sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2023, closing a stake of 56 shares — an estimated $3.67K sold.

Ellevest Inc first reported a position in FDIS in Q1 2023 and held it in 1 quarter. The position peaked at $3.67K in Q1 2023. 161 funds tracked by Wall St. Rank hold FDIS as of Q2 2023.

  • Ellevest Inc reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 56 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2023, an estimated $3.67K.
  • Ellevest Inc first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $3.67K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.