Wolff Wiese Magana’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Wolff Wiese Magana’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	$1.54K	Hold	15	–	–	﹤0.01%	861
2026 Q1	$1.4K	Hold	15	–	–	﹤0.01%	827
2025 Q4	$1.53K	Hold	15	–	–	﹤0.01%	786
2025 Q3	$1.54K	Hold	15	–	–	﹤0.01%	797
2025 Q2	$1.41K	Hold	15	–	–	﹤0.01%	787
2025 Q1	$1.27K	Hold	15	–	–	﹤0.01%	814
2024 Q4	$1.46K	Hold	15	–	–	﹤0.01%	752
2024 Q3	$1.33K	Hold	15	–	–	﹤0.01%	814
2024 Q2	$1.22K	Buy	+15	New	+$1.19K	﹤0.01%	612

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

Wolff Wiese Magana's FDIS Position: Q2 2026 in Review

Wolff Wiese Magana held its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) position steady in Q2 2026 at 15 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Wolff Wiese Magana first reported a position in FDIS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.54K in Q3 2025. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

Wolff Wiese Magana held 15 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $1.54K as of Q2 2026.
Wolff Wiese Magana left its Fidelity MSCI Consumer Discretionary Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Discretionary Index ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #861 holding.
Wolff Wiese Magana first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q2 2024 and has held it in 9 quarters since.
Wolff Wiese Magana's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $1.54K in Q3 2025.
238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.