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 Q3	$4.35M	Sell	45,917 -20,649	-31%	-$2.08M	1.56%	21
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

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Keystone Global Partners's FDIS Position: Q3 2026 in Review

Keystone Global Partners reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 31% in Q3 2026, selling an estimated $2.08M and leaving 45,917 shares worth $4.35M. The position accounts for 1.56% of the portfolio, ranked #21.

Keystone Global Partners first reported a position in FDIS in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.85M in Q2 2026. 49 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

Keystone Global Partners held 45,917 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $4.35M as of Q3 2026.
Keystone Global Partners sold 20,649 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2026, an estimated $2.08M.
Fidelity MSCI Consumer Discretionary Index ETF made up 1.56% of Keystone Global Partners's portfolio in Q3 2026, its #21 holding.
Keystone Global Partners first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2025 and has held it in 7 quarters since.
Keystone Global Partners's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $6.85M in Q2 2026.
49 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.