Guerra Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$297K Sell
2,891
-37,571
-93% -$3.71M 0.11% 78
2025
Q2
$3.81M Buy
40,462
+9,964
+33% +$878K 1.8% 16
2025
Q1
$2.58M Sell
30,498
-71,253
-70% -$6.7M 1.44% 21
2024
Q4
$9.92M Buy
+101,751
New +$9.54M 5.5% 8

Other funds holding FDIS

Guerra Advisors's FDIS Position: Q3 2025 in Review

Guerra Advisors reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 93% in Q3 2025, selling an estimated $3.71M and leaving 2,891 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #78.

Guerra Advisors first reported a position in FDIS in Q4 2024 and has held it in 4 quarters since. The position peaked at $9.92M in Q4 2024. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

  • Guerra Advisors held 2,891 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $297K as of Q3 2025.
  • Guerra Advisors sold 37,571 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2025, an estimated $3.71M.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.11% of Guerra Advisors's portfolio in Q3 2025, its #78 holding.
  • Guerra Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2024 and has held it in 4 quarters since.
  • Guerra Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $9.92M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.