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Personal CFO Solutions’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Personal CFO Solutions’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
2025
Q1 		– Sell
-10,462
Closed -$1.02M – 463
2024
Q4 		$1.02M Buy
10,462
+476
+5% +$44.6K 0.2% 103
2024
Q3 		$883K Buy
9,986
+1,132
+13% +$93.8K 0.12% 168
2024
Q2 		$717K Sell
8,854
-195
-2% -$15.5K 0.11% 183
2024
Q1 		$746K Sell
9,049
-1,965
-18% -$156K 0.12% 182
2023
Q4 		$870K Sell
11,014
-16,598
-60% -$1.2M 0.15% 142
2023
Q3 		$1.93M Sell
27,612
-2,269
-8% -$167K 0.38% 56
2023
Q2 		$2.19M Buy
+29,881
New +$1.99M 0.44% 51

Other funds holding FDIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFS
Fischer Financial Services Harrisburg, Pennsylvania $297M AUM 19.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's FDIS Position: Q1 2025 in Review

Personal CFO Solutions sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2025, closing a stake of 10,462 shares — an estimated $1.02M sold.

Personal CFO Solutions first reported a position in FDIS in Q2 2023 and held it in 7 quarters. The position peaked at $2.19M in Q2 2023. 229 funds tracked by Wall St. Rank hold FDIS as of Q1 2025.

  • Personal CFO Solutions reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 10,462 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2025, an estimated $1.02M.
  • Personal CFO Solutions first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2023 and held it in 7 quarters.
  • Personal CFO Solutions's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $2.19M in Q2 2023.
  • 229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.