Valued Wealth Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Valued Wealth 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	–	Sell	-37	Closed	-$3.45K	–	920
2026 Q1	$3.45K	Hold	37	–	–	﹤0.01%	455
2025 Q4	$3.78K	Sell	37 -13	-26%	-$1.32K	﹤0.01%	335
2025 Q3	$5.14K	Hold	50	–	–	﹤0.01%	285
2025 Q2	$4.7K	Hold	50	–	–	﹤0.01%	291
2025 Q1	$4.23K	Buy	+50	New	+$4.7K	﹤0.01%	328

Other funds holding FDIS

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

KGP

Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.17B AUM 36.33% 1-Year Est. Return

Valued Wealth Advisors's FDIS Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q2 2026, closing a stake of 37 shares — an estimated $3.45K sold.

Valued Wealth Advisors first reported a position in FDIS in Q1 2025 and held it in 5 quarters. The position peaked at $5.14K in Q3 2025. 64 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Valued Wealth Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q2 2026 after selling out during the quarter.
Valued Wealth Advisors sold 37 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $3.45K.
Valued Wealth Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2025 and held it in 5 quarters.
Valued Wealth Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $5.14K in Q3 2025.
64 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.