Morton Brown Family Wealth’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.9K Hold
106
﹤0.01% 194
2026
Q1
$9.84K Hold
106
﹤0.01% 194
2025
Q4
$10.8K Hold
106
﹤0.01% 189
2025
Q3
$10.9K Hold
106
﹤0.01% 180
2025
Q2
$9.93K Hold
106
﹤0.01% 192
2025
Q1
$8.92K Buy
+106
New +$9.97K ﹤0.01% 202
2024
Q1
Sell
-84
Closed -$6.66K 249
2023
Q4
$6.66K Buy
+84
New +$6.07K ﹤0.01% 201

Other funds holding FDIS

Morton Brown Family Wealth's FDIS Position: Q2 2026 in Review

Morton Brown Family Wealth held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 106 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Morton Brown Family Wealth first reported a position in FDIS in Q4 2023 and has held it in 7 quarters since. The position peaked at $10.9K in Q3 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Morton Brown Family Wealth held 106 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $10.9K as of Q2 2026.
  • Morton Brown Family Wealth left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #194 holding.
  • Morton Brown Family Wealth first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2023 and has held it in 7 quarters since.
  • Morton Brown Family Wealth's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $10.9K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.