J. Safra Asset Management’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
$1.81M Buy
17,642
+3,949
+29% +$398K 0.08% 74
2026
Q1
$1.28M Sell
13,693
-5,630
-29% -$564K 0.07% 78
2025
Q4
$1.97M Buy
19,323
+11,093
+135% +$1.13M 0.1% 61
2025
Q3
$847K Sell
8,230
-89
-1% -$8.8K 0.05% 76
2025
Q2
$783K Sell
8,319
-3,425
-29% -$302K 0.05% 76
2025
Q1
$992K Buy
11,744
+3,796
+48% +$357K 0.08% 47
2024
Q4
$782K Buy
7,948
+6,604
+491% +$619K 0.06% 44
2024
Q3
$119K Buy
1,344
+381
+40% +$31.6K 0.01% 106
2024
Q2
$78K Buy
+963
New +$76.5K 0.01% 112

Other funds holding FDIS

J. Safra Asset Management's FDIS Position: Q2 2026 in Review

J. Safra Asset Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 29% in Q2 2026, buying an estimated $398K and bringing the position to 17,642 shares worth $1.81M. The position accounts for 0.08% of the portfolio, ranked #74.

J. Safra Asset Management first reported a position in FDIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.97M in Q4 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • J. Safra Asset Management held 17,642 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.81M as of Q2 2026.
  • J. Safra Asset Management bought 3,949 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $398K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.08% of J. Safra Asset Management's portfolio in Q2 2026, its #74 holding.
  • J. Safra Asset Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2024 and has held it in 9 quarters since.
  • J. Safra Asset Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.97M in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.