Steigerwald Gordon & Koch’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Steigerwald Gordon & Koch’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 Q3	$852	Buy	+9	New	+$905	﹤0.01%	683

Other funds holding FDIS

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Steigerwald Gordon & Koch's FDIS Position: Q3 2026 in Review

Steigerwald Gordon & Koch opened a new position in Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2026: 9 shares worth $852. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

214 funds tracked by Wall St. Rank hold FDIS as of Q3 2026.

Steigerwald Gordon & Koch held 9 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $852 as of Q3 2026.
Fidelity MSCI Consumer Discretionary Index ETF was a new Steigerwald Gordon & Koch position in Q3 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q3 2026, its #683 holding.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q3 2026, filed 12 Nov 2026.