Independence Financial 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
2026
Q2
$12.7M Buy
123,456
+55,320
+81% +$5.58M 3.29% 13
2026
Q1
$6.35M Buy
68,136
+6,297
+10% +$631K 1.91% 20
2025
Q4
$6.32M Buy
61,839
+2,342
+4% +$238K 1.74% 21
2025
Q3
$6.12M Buy
59,497
+903
+2% +$89.2K 1.86% 20
2025
Q2
$5.51M Buy
+58,594
New +$5.16M 2.14% 18

Other funds holding FDIS

Independence Financial Advisors's FDIS Position: Q2 2026 in Review

Independence Financial Advisors increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 81% in Q2 2026, buying an estimated $5.58M and bringing the position to 123,456 shares worth $12.7M. The position accounts for 3.29% of the portfolio, ranked #13.

Independence Financial Advisors first reported a position in FDIS in Q2 2025 and has held it in 5 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Independence Financial Advisors held 123,456 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $12.7M as of Q2 2026.
  • Independence Financial Advisors bought 55,320 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $5.58M.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 3.29% of Independence Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Independence Financial Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.