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

Mirsky Financial Management’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
2021 Q4	$5.07M	Buy	57,433 +1,395	+2%	+$121K	2.09%	17
2021 Q3	$4.5M	Buy	56,038 +1,359	+2%	+$111K	2.01%	17
2021 Q2	$4.43M	Buy	54,679 +51,912	+1,876%	+$4.11M	1.97%	17
2021 Q1	$211K	Buy	+2,767	New	+$208K	0.1%	44

Other funds holding FDIS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirsky Financial Management's FDIS Position: Q4 2021 in Review

Mirsky Financial Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 2.5% in Q4 2021, buying an estimated $121K and bringing the position to 57,433 shares worth $5.07M. The position accounts for 2.09% of the portfolio, ranked #17.

Mirsky Financial Management first reported a position in FDIS in Q1 2021 and has held it in 4 quarters since. 202 funds tracked by Wall St. Rank hold FDIS as of Q4 2021.

Mirsky Financial Management held 57,433 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $5.07M as of Q4 2021.
Mirsky Financial Management bought 1,395 Fidelity MSCI Consumer Discretionary Index ETF shares in Q4 2021, an estimated $121K.
Fidelity MSCI Consumer Discretionary Index ETF made up 2.09% of Mirsky Financial Management's portfolio in Q4 2021, its #17 holding.
Mirsky Financial Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and has held it in 4 quarters since.
202 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.