Matthew Hamilton Rosenberg’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Matthew Hamilton Rosenberg’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	$250K	Hold	2,434	–	–	0.05%	191
2026 Q1	$227K	Hold	2,434	–	–	0.05%	193
2025 Q4	$249K	Hold	2,434	–	–	0.05%	174
2025 Q3	$250K	Hold	2,434	–	–	0.05%	173
2025 Q2	$229K	Hold	2,434	–	–	0.05%	184
2025 Q1	$206K	Hold	2,434	–	–	0.05%	183
2024 Q4	$237K	Hold	2,434	–	–	0.06%	157
2024 Q3	$215K	Hold	2,434	–	–	0.06%	182
2024 Q2	$197K	Hold	2,434	–	–	0.06%	180
2024 Q1	$199K	Hold	2,434	–	–	0.06%	186
2023 Q4	$192K	Sell	2,434 -224	-8%	-$16.2K	0.06%	183
2023 Q3	$186K	Hold	2,658	–	–	0.06%	177
2023 Q2	$195K	Buy	2,658 +1	+0%	+$67	0.07%	175
2023 Q1	$174K	Hold	2,657	–	–	0.06%	206
2022 Q4	$151K	Hold	2,657	–	–	0.05%	229
2022 Q3	$162K	Hold	2,657	–	–	0.06%	194
2022 Q2	$159K	Hold	2,657	–	–	0.06%	203
2022 Q1	$210K	Hold	2,657	–	–	0.07%	179
2021 Q4	$235K	Hold	2,657	–	–	0.08%	159
2021 Q3	$213K	Hold	2,657	–	–	0.08%	154
2021 Q2	$215K	Hold	2,657	–	–	0.11%	126
2021 Q1	$203K	Hold	2,657	–	–	0.12%	121
2020 Q4	$190K	Hold	2,657	–	–	0.12%	116
2020 Q3	$165K	Hold	2,657	–	–	0.12%	110
2020 Q2	$138K	Hold	2,657	–	–	0.11%	125
2020 Q1	$101K	Buy	+2,657	New	+$122K	0.1%	118

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

Matthew Hamilton Rosenberg's FDIS Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 2,434 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #191.

Matthew Hamilton Rosenberg first reported a position in FDIS in Q1 2020 and has held it in 26 quarters since. The position peaked at $250K in Q3 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Matthew Hamilton Rosenberg held 2,434 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $250K as of Q2 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #191 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $250K in Q3 2025.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.