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IFC & Insurance Marketing’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

IFC & Insurance Marketing’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
Q1 		– Sell
-340
Closed -$35K – 253
2025
Q4 		$35K Buy
+340
New +$34.5K 0.03% 208

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFC & Insurance Marketing's FDIS Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 340 shares — an estimated $35K sold.

IFC & Insurance Marketing first reported a position in FDIS in Q4 2025 and held it in 1 quarter. The position peaked at $35K in Q4 2025. 227 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 340 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $35K.
  • IFC & Insurance Marketing first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $35K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.