Plante Moran Financial Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Plante Moran Financial 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	$24.4K	Buy	+237	New	+$23.9K	﹤0.01%	444
2024 Q4	–	Sell	-161	Closed	-$14.2K	–	936
2024 Q3	$14.2K	Hold	161	–	–	﹤0.01%	571
2024 Q2	$13K	Hold	161	–	–	﹤0.01%	543
2024 Q1	$13.3K	Hold	161	–	–	﹤0.01%	565
2023 Q4	$12.7K	Hold	161	–	–	﹤0.01%	520
2023 Q3	$11.2K	Hold	161	–	–	﹤0.01%	516
2023 Q2	$11.8K	Sell	161 -23	-13%	-$1.53K	﹤0.01%	528
2023 Q1	$12K	Hold	184	–	–	﹤0.01%	533
2022 Q4	$10.4K	Buy	184 +107	+139%	+$6.49K	﹤0.01%	575
2022 Q3	$5K	Hold	77	–	–	﹤0.01%	691
2022 Q2	$5K	Hold	77	–	–	﹤0.01%	709
2022 Q1	$6K	Sell	77 -147	-66%	-$11.6K	﹤0.01%	652
2021 Q4	$20K	Hold	224	–	–	﹤0.01%	555
2021 Q3	$18K	Sell	224 -161	-42%	-$13.2K	﹤0.01%	584
2021 Q2	$31K	Hold	385	–	–	0.01%	465
2021 Q1	$29K	Sell	385 -8	-2%	-$601	0.01%	468
2020 Q4	$28K	Hold	393	–	–	0.01%	453
2020 Q3	$24K	Sell	393 -75	-16%	-$4.46K	0.01%	452
2020 Q2	$24K	Sell	468 -18	-4%	-$840	0.01%	394
2020 Q1	$18K	Hold	486	–	–	0.01%	401
2019 Q4	$23K	Buy	+486	New	+$22.6K	0.01%	439

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 $398M AUM 11.11% 1-Year Est. Return

Plante Moran Financial Advisors's FDIS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026: 237 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FDIS as recently as Q3 2024.

Plante Moran Financial Advisors first reported a position in FDIS in Q4 2019 and has held it in 21 quarters since. The position peaked at $31K in Q2 2021. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Plante Moran Financial Advisors held 237 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $24.4K as of Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new Plante Moran Financial Advisors position in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #444 holding.
Plante Moran Financial Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2019 and has held it in 21 quarters since.
Plante Moran Financial Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $31K in Q2 2021.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.