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World Investment Advisors’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

World Investment 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
2025
Q3 		– Sell
-6,267
Closed -$590K – 1251
2025
Q2 		$590K Sell
6,267
-343
-5% -$30.2K 0.01% 678
2025
Q1 		$559K Sell
6,610
-900
-12% -$84.6K 0.01% 661
2024
Q4 		$732K Buy
7,510
+52
+0.7% +$4.87K 0.02% 555
2024
Q3 		$660K Buy
7,458
+124
+2% +$10.3K 0.02% 511
2024
Q2 		$594K Buy
7,334
+9
+0.1% +$715 0.04% 362
2024
Q1 		$604K Buy
7,325
+1,320
+22% +$104K 0.09% 192
2023
Q4 		$474K Sell
6,005
-114
-2% -$8.24K 0.06% 230
2023
Q3 		$427K Buy
6,119
+1
+0% +$73 0.08% 157
2023
Q2 		$449K Buy
6,118
+153
+3% +$10.2K 0.09% 147
2023
Q1 		$391K Sell
5,965
-85
-1% -$5.36K 0.08% 151
2022
Q4 		$343K Buy
6,050
+35
+0.6% +$2.12K 0.08% 164
2022
Q3 		$366K Buy
6,015
+64
+1% +$4.28K 0.09% 163
2022
Q2 		$424K Buy
5,951
+260
+5% +$17.6K 0.09% 167
2022
Q1 		$450K Buy
5,691
+22
+0.4% +$1.74K 0.09% 154
2021
Q4 		$456K Buy
5,669
+333
+6% +$29K 0.1% 157
2021
Q3 		$428K Buy
5,336
+415
+8% +$34K 0.1% 142
2021
Q2 		$399K Buy
4,921
+399
+9% +$31.6K 0.09% 153
2021
Q1 		$345K Buy
+4,522
New +$340K 0.08% 160

Other funds holding FDIS

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

World Investment Advisors's FDIS Position: Q3 2025 in Review

World Investment Advisors sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q3 2025, closing a stake of 6,267 shares — an estimated $590K sold.

World Investment Advisors first reported a position in FDIS in Q1 2021 and held it in 18 quarters. The position peaked at $732K in Q4 2024. 229 funds tracked by Wall St. Rank hold FDIS as of Q3 2025.

  • World Investment Advisors reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 6,267 Fidelity MSCI Consumer Discretionary Index ETF shares in Q3 2025, an estimated $590K.
  • World Investment Advisors first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2021 and held it in 18 quarters.
  • World Investment Advisors's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $732K in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.