Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Kovitz Investment Group 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
2025
Q3 		– Sell
-14,148
Closed -$1.33M – 1428
2025
Q2 		$1.33M Sell
14,148
-17,042
-55% -$1.5M 0.01% 730
2025
Q1 		$2.64M Sell
31,190
-69,501
-69% -$6.54M 0.01% 530
2024
Q4 		$9.83M Sell
100,691
-2,992
-3% -$280K 0.05% 269
2024
Q3 		$9.18M Sell
103,683
-815
-0.8% -$67.5K 0.07% 245
2024
Q2 		$8.48M Buy
+104,498
New +$8.3M 0.07% 202

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