Keystone Global Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Keystone Global 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	$6.85M	Buy	66,566 +7,472	+13%	+$754K	2.59%	13
2026 Q1	$5.51M	Buy	59,094 +1,825	+3%	+$183K	2.45%	16
2025 Q4	$5.85M	Buy	57,269 +10,918	+24%	+$1.11M	2.57%	14
2025 Q3	$4.77M	Sell	46,351 -6,171	-12%	-$610K	2.43%	14
2025 Q2	$4.94M	Sell	52,522 -1,280	-2%	-$113K	2.69%	12
2025 Q1	$4.55M	Buy	+53,802	New	+$5.06M	3.19%	10

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

Keystone Global Partners's FDIS Position: Q2 2026 in Review

Keystone Global Partners increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 13% in Q2 2026, buying an estimated $754K and bringing the position to 66,566 shares worth $6.85M. The position accounts for 2.59% of the portfolio, ranked #13.

Keystone Global Partners first reported a position in FDIS in Q1 2025 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Keystone Global Partners held 66,566 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $6.85M as of Q2 2026.
Keystone Global Partners bought 7,472 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $754K.
Fidelity MSCI Consumer Discretionary Index ETF made up 2.59% of Keystone Global Partners's portfolio in Q2 2026, its #13 holding.
Keystone Global Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2025 and has held it in 6 quarters since.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.