Interchange Capital Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Interchange Capital Partners’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	-2,947	Closed	-$249K	–	447
2026 Q1	$249K	Buy	+2,947	New	+$295K	0.08%	232
2025 Q2	–	Sell	-3,125	Closed	-$264K	–	293
2025 Q1	$264K	Sell	3,125 -2	-0.1%	-$188	0.07%	217
2024 Q4	$305K	Sell	3,127 -1,055	-25%	-$98.9K	0.11%	182
2024 Q3	$370K	Buy	+4,182	New	+$347K	0.13%	176

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

Interchange Capital Partners's FDIS Position: Q2 2026 in Review

Interchange Capital Partners sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026, closing a stake of 2,947 shares — an estimated $249K sold.

Interchange Capital Partners first reported a position in FDIS in Q3 2024 and held it in 4 quarters. The position peaked at $370K in Q3 2024. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Interchange Capital Partners reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2026 after selling out during the quarter.
Interchange Capital Partners sold 2,947 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $249K.
Interchange Capital Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2024 and held it in 4 quarters.
Interchange Capital Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $370K in Q3 2024.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.