Marshall Wace
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Marshall Wace’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Marshall Wace’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
Q1 		– Sell
-2,488
Closed -$254K – 3350
2025
Q4 		$254K Sell
2,488
-11,443
-82% -$1.16M ﹤0.01% 2513
2025
Q3 		$1.43M Buy
+13,931
New +$1.38M ﹤0.01% 1778
2024
Q1 		– Sell
-21,372
Closed -$1.69M – 2555
2023
Q4 		$1.69M Buy
21,372
+16,829
+370% +$1.22M ﹤0.01% 1290
2023
Q3 		$317K Sell
4,543
-7,100
-61% -$522K ﹤0.01% 1865
2023
Q2 		$854K Buy
+11,643
New +$777K ﹤0.01% 1785
2020
Q4 		– Sell
-27,922
Closed -$1.73M – 1960
2020
Q3 		$1.73M Buy
27,922
+11,944
+75% +$711K 0.01% 847
2020
Q2 		$831K Buy
15,978
+14,362
+889% +$670K 0.01% 1053
2020
Q1 		$61K Buy
+1,616
New +$74.1K ﹤0.01% 1396

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return