Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Envestnet Portfolio Solutions’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
-3,292
Closed -$278K – 1565
2025
Q1 		$278K Sell
3,292
-2,275
-41% -$214K ﹤0.01% 1328
2024
Q4 		$543K Buy
5,567
+262
+5% +$24.6K ﹤0.01% 1205
2024
Q3 		$469K Buy
5,305
+2,734
+106% +$227K ﹤0.01% 1237
2024
Q2 		$208K Buy
2,571
+138
+6% +$11K ﹤0.01% 1574
2024
Q1 		$201K Buy
+2,433
New +$193K ﹤0.01% 1565
2023
Q4 		– Sell
-3,917
Closed -$274K – 1553
2023
Q3 		$274K Buy
+3,917
New +$288K ﹤0.01% 1272

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

Envestnet Portfolio Solutions's FDIS Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2025, closing a stake of 3,292 shares — an estimated $278K sold.

Envestnet Portfolio Solutions first reported a position in FDIS in Q3 2023 and held it in 6 quarters. The position peaked at $543K in Q4 2024. 228 funds tracked by Wall St. Rank hold FDIS as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,292 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2025, an estimated $278K.
  • Envestnet Portfolio Solutions first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $543K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.