Hall Capital Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Hall Capital 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
2026 Q2	–	Sell	-5,140	Closed	-$525K	–	112
2026 Q1	$525K	Hold	5,140	–	–	0.19%	63
2025 Q4	$525K	Hold	5,140	–	–	0.2%	62
2025 Q3	$529K	Sell	5,140 -267	-5%	-$26.4K	0.21%	62
2025 Q2	$509K	Sell	5,407 -450	-8%	-$39.6K	0.21%	62
2025 Q1	$495K	Sell	5,857 -395	-6%	-$37.1K	0.23%	60
2024 Q4	$609K	Buy	+6,252	New	+$586K	0.28%	58
2024 Q2	$516K	Hold	6,373	–	–	0.25%	64
2024 Q1	$526K	Hold	6,373	–	–	0.26%	59
2023 Q4	$503K	Sell	6,373 -748	-11%	-$54K	0.3%	58
2023 Q3	$497K	Sell	7,121 -207	-3%	-$15.2K	0.32%	60
2023 Q2	$537K	Hold	7,328	–	–	0.3%	60
2023 Q1	$480K	Sell	7,328 -273	-4%	-$17.2K	0.28%	64
2022 Q4	$431K	Sell	7,601 -1,105	-13%	-$67K	0.26%	70
2022 Q3	$530K	Buy	8,706 +4,711	+118%	+$315K	0.35%	55
2022 Q2	$235K	Sell	3,995 -5,512	-58%	-$373K	0.15%	86
2022 Q1	$752K	Sell	9,507 -1,180	-11%	-$93.1K	0.44%	53
2021 Q4	$943K	Buy	10,687 +4,514	+73%	+$393K	0.53%	46
2021 Q3	$496K	Sell	6,173 -85	-1%	-$6.97K	0.32%	65
2021 Q2	$507K	Buy	+6,258	New	+$496K	0.33%	64
2020 Q4	$463K	Buy	+6,480	New	+$430K	0.33%	58

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Hall Capital Management's FDIS Position: Q2 2026 in Review

Hall Capital Management sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026, closing a stake of 5,140 shares — an estimated $525K sold.

Hall Capital Management first reported a position in FDIS in Q4 2020 and held it in 20 quarters. The position peaked at $943K in Q4 2021. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Hall Capital Management reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2026 after selling out during the quarter.
Hall Capital Management sold 5,140 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $525K.
Hall Capital Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2020 and held it in 20 quarters.
Hall Capital Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $943K in Q4 2021.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Hall Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.