Strengthening Families & Communities LLC’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Strengthening Families & Communities LLC’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	$7.96K	Buy	77 +62	+413%	+$6.25K	﹤0.01%	406
2026 Q1	$1.43K	Buy	+15	New	+$1.5K	﹤0.01%	532
2025 Q4	–	Sell	-15	Closed	-$1.57K	–	491
2025 Q3	$1.57K	Buy	+15	New	+$1.48K	﹤0.01%	516
2024 Q4	–	Sell	-15	Closed	-$1.34K	–	400
2024 Q3	$1.34K	Hold	15	–	–	﹤0.01%	466
2024 Q2	$1K	Buy	+15	New	+$1.19K	﹤0.01%	535
2023 Q4	–	Sell	-22	Closed	-$2K	–	259
2023 Q3	$2K	Hold	22	–	–	﹤0.01%	384
2023 Q2	$2K	Hold	22	–	–	﹤0.01%	413
2023 Q1	$1	Hold	22	–	–	﹤0.01%	351
2022 Q4	$1K	Hold	22	–	–	﹤0.01%	323
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	468
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	312
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	308
2021 Q4	$0	Buy	+22	New	+$1.92K	﹤0.01%	288

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

Strengthening Families & Communities LLC's FDIS Position: Q2 2026 in Review

Strengthening Families & Communities LLC increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 413% in Q2 2026, buying an estimated $6.25K and bringing the position to 77 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Strengthening Families & Communities LLC first reported a position in FDIS in Q4 2021 and has held it in 13 quarters since. 237 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Strengthening Families & Communities LLC held 77 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $7.96K as of Q2 2026.
Strengthening Families & Communities LLC bought 62 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $6.25K.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #406 holding.
Strengthening Families & Communities LLC first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q4 2021 and has held it in 13 quarters since.
237 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.