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LifeSteps Financial’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

LifeSteps Financial’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 		$29.3K Buy
+285
New +$28.8K 0.01% 267

Other funds holding FDIS

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PWM
Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LifeSteps Financial's FDIS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 285 shares worth $29.3K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings.

86 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • LifeSteps Financial held 285 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $29.3K as of Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF was a new LifeSteps Financial position in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #267 holding.
  • 86 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.