Ridgewood Investments’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-116	Closed	-$10.9K	–	367
2025 Q2	$10.9K	Hold	116	–	–	﹤0.01%	511
2025 Q1	$9.8K	Hold	116	–	–	﹤0.01%	486
2024 Q4	$11.3K	Hold	116	–	–	0.01%	478
2024 Q3	$10.3K	Hold	116	–	–	0.01%	504
2024 Q2	$9.4K	Buy	+116	New	+$9.22K	﹤0.01%	517
2023 Q3	–	Sell	-116	Closed	-$8.51K	–	375
2023 Q2	$8.51K	Hold	116	–	–	﹤0.01%	532
2023 Q1	$7.6K	Buy	+116	New	+$7.32K	﹤0.01%	547

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Ridgewood Investments's FDIS Position: Q3 2025 in Review

Ridgewood Investments sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2025, closing a stake of 116 shares — an estimated $10.9K sold.

Ridgewood Investments first reported a position in FDIS in Q1 2023 and held it in 7 quarters. The position peaked at $11.3K in Q4 2024. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

Ridgewood Investments reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 116 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2025, an estimated $10.9K.
Ridgewood Investments first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $11.3K in Q4 2024.
229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.