Northwestern Mutual Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Northwestern Mutual Wealth 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
2026 Q2	$3.86M	Sell	37,519 -37,763	-50%	-$3.81M	﹤0.01%	949
2026 Q1	$7.02M	Buy	75,282 +18,482	+33%	+$1.85M	﹤0.01%	692
2025 Q4	$5.8M	Sell	56,800 -33,531	-37%	-$3.4M	﹤0.01%	721
2025 Q3	$9.29M	Buy	90,331 +48,712	+117%	+$4.81M	0.01%	558
2025 Q2	$3.92M	Sell	41,619 -23,358	-36%	-$2.06M	﹤0.01%	758
2025 Q1	$5.49M	Sell	64,977 -13,362	-17%	-$1.26M	﹤0.01%	631
2024 Q4	$7.63M	Buy	78,339 +41,540	+113%	+$3.89M	0.01%	520
2024 Q3	$3.25M	Buy	36,799 +20,522	+126%	+$1.7M	﹤0.01%	721
2024 Q2	$1.32M	Sell	16,277 -50,203	-76%	-$3.99M	﹤0.01%	940
2024 Q1	$5.48M	Buy	66,480 +17,156	+35%	+$1.36M	0.01%	548
2023 Q4	$3.89M	Buy	49,324 +44,516	+926%	+$3.22M	﹤0.01%	601
2023 Q3	$336K	Buy	4,808 +948	+25%	+$69.7K	﹤0.01%	1290
2023 Q2	$283K	Sell	3,860 -22,273	-85%	-$1.49M	﹤0.01%	1352
2023 Q1	$1.71M	Buy	26,133 +8,277	+46%	+$522K	﹤0.01%	732
2022 Q4	$1.01M	Buy	17,856 +12,218	+217%	+$741K	﹤0.01%	871
2022 Q3	$343K	Buy	5,638 +3,097	+122%	+$207K	﹤0.01%	1199
2022 Q2	$150K	Sell	2,541 -189	-7%	-$12.8K	﹤0.01%	1488
2022 Q1	$216K	Buy	2,730 +191	+8%	+$15.1K	﹤0.01%	1390
2021 Q4	$224K	Buy	2,539 +350	+16%	+$30.5K	﹤0.01%	1387
2021 Q3	$175K	Buy	2,189 +405	+23%	+$33.2K	﹤0.01%	1401
2021 Q2	$145K	Sell	1,784 -195	-10%	-$15.4K	﹤0.01%	1453
2021 Q1	$150K	Sell	1,979 -512	-21%	-$38.5K	﹤0.01%	1332
2020 Q4	$178K	Buy	2,491 +516	+26%	+$34.3K	﹤0.01%	1184
2020 Q3	$122K	Buy	1,975 +249	+14%	+$14.8K	﹤0.01%	1197
2020 Q2	$90K	Buy	1,726 +424	+33%	+$19.8K	﹤0.01%	1248
2020 Q1	$49K	Buy	1,302 +829	+175%	+$38K	﹤0.01%	1390
2019 Q4	$23K	Sell	473 -311	-40%	-$14.5K	﹤0.01%	1693
2019 Q3	$36K	Sell	784 -77	-9%	-$3.54K	﹤0.01%	1525
2019 Q2	$39K	Buy	861 +77	+10%	+$3.47K	﹤0.01%	1481
2019 Q1	$34K	Buy	784 +72	+10%	+$3.02K	﹤0.01%	1522
2018 Q4	$27K	Hold	712	–	–	﹤0.01%	1485
2018 Q3	$32K	Hold	712	–	–	﹤0.01%	1477
2018 Q2	$31K	Sell	712 -61	-8%	-$2.53K	﹤0.01%	1429
2018 Q1	$31K	Hold	773	–	–	﹤0.01%	1381
2017 Q4	$30K	Hold	773	–	–	﹤0.01%	1347
2017 Q3	$28K	Hold	773	–	–	﹤0.01%	1346
2017 Q2	$27K	Sell	773 -662	-46%	-$23.4K	﹤0.01%	1281
2017 Q1	$50K	Sell	1,435 -182	-11%	-$6.14K	﹤0.01%	1032
2016 Q4	$52K	Sell	1,617 -1,366	-46%	-$43.4K	﹤0.01%	1011
2016 Q3	$94K	Sell	2,983 -2,267	-43%	-$71.6K	﹤0.01%	799
2016 Q2	$160K	Sell	5,250 -15,255	-74%	-$470K	﹤0.01%	626
2016 Q1	$636K	Buy	20,505 +16,900	+469%	+$493K	0.01%	347
2015 Q4	$111K	Buy	+3,605	New	+$112K	﹤0.01%	609
2015 Q2	–	Sell	-153	Closed	-$5K	–	1470
2015 Q1	$5K	Hold	153	–	–	﹤0.01%	1182
2014 Q4	$4K	Buy	+153	New	+$4.24K	﹤0.01%	1343

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

Northwestern Mutual Wealth Management's FDIS Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 50% in Q2 2026, selling an estimated $3.81M and leaving 37,519 shares worth $3.86M. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Northwestern Mutual Wealth Management first reported a position in FDIS in Q4 2014 and has held it in 45 quarters since. The position peaked at $9.29M in Q3 2025. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Northwestern Mutual Wealth Management held 37,519 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $3.86M as of Q2 2026.
Northwestern Mutual Wealth Management sold 37,763 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $3.81M.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #949 holding.
Northwestern Mutual Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2014 and has held it in 45 quarters since.
Northwestern Mutual Wealth Management's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $9.29M in Q3 2025.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.