Mercer Global Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Mercer Global Advisors’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	$987K	Buy	9,601 +2,644	+38%	+$267K	﹤0.01%	1755
2026 Q1	$649K	Buy	6,957 +716	+11%	+$71.7K	﹤0.01%	1805
2025 Q4	$638K	Buy	6,241 +658	+12%	+$66.8K	﹤0.01%	1712
2025 Q3	$574K	Buy	5,583 +889	+19%	+$87.9K	﹤0.01%	1684
2025 Q2	$442K	Buy	4,694 +342	+8%	+$30.1K	﹤0.01%	1623
2025 Q1	$368K	Buy	4,352 +124	+3%	+$11.7K	﹤0.01%	1648
2024 Q4	$412K	Sell	4,228 -1,263	-23%	-$118K	﹤0.01%	1560
2024 Q3	$483K	Buy	5,491 +1,937	+55%	+$160K	﹤0.01%	1351
2024 Q2	$288K	Sell	3,554 -1,966	-36%	-$156K	﹤0.01%	1596
2024 Q1	$455K	Buy	+5,520	New	+$437K	﹤0.01%	1331
2023 Q2	–	Sell	-3,812	Closed	-$250K	–	1957
2023 Q1	$250K	Sell	3,812 -17,915	-82%	-$1.13M	﹤0.01%	1613
2022 Q4	$1.23M	Sell	21,727 -24,547	-53%	-$1.49M	0.01%	833
2022 Q3	$2.82M	Sell	46,274 -1,247	-3%	-$83.4K	0.02%	544
2022 Q2	$2.8M	Sell	47,521 -12,496	-21%	-$845K	0.02%	526
2022 Q1	$4.75M	Buy	60,017 +57,188	+2,021%	+$4.51M	0.03%	399
2021 Q4	$250K	Buy	+2,829	New	+$246K	﹤0.01%	1555
2021 Q1	–	Sell	-5,165	Closed	-$369K	–	1639
2020 Q4	$369K	Sell	5,165 -958	-16%	-$63.6K	﹤0.01%	990
2020 Q3	$380K	Buy	+6,123	New	+$364K	0.01%	869

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

Mercer Global Advisors's FDIS Position: Q2 2026 in Review

Mercer Global Advisors increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 38% in Q2 2026, buying an estimated $267K and bringing the position to 9,601 shares worth $987K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Mercer Global Advisors first reported a position in FDIS in Q3 2020 and has held it in 18 quarters since. The position peaked at $4.75M in Q1 2022. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Mercer Global Advisors held 9,601 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $987K as of Q2 2026.
Mercer Global Advisors bought 2,644 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $267K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1755 holding.
Mercer Global Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q3 2020 and has held it in 18 quarters since.
Mercer Global Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $4.75M in Q1 2022.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.