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Yoder Wealth Management’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

Yoder Wealth Management’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 		$6.84M Buy
66,536
+7,017
+12% +$708K 2.67% 9
2026
Q1 		$5.55M Buy
59,519
+7,637
+15% +$765K 2.53% 13
2025
Q4 		$5.3M Buy
51,882
+7,174
+16% +$728K 2.41% 13
2025
Q3 		$4.6M Buy
44,708
+2,521
+6% +$249K 2.18% 14
2025
Q2 		$3.97M Buy
42,187
+828
+2% +$72.9K 2.07% 15
2025
Q1 		$3.5M Buy
41,359
+1,525
+4% +$143K 1.97% 14
2024
Q4 		$3.88M Buy
39,834
+1,811
+5% +$170K 2.14% 14
2024
Q3 		$3.36M Buy
38,023
+2,186
+6% +$181K 2.02% 14
2024
Q2 		$2.9M Buy
35,837
+1,094
+3% +$86.9K 1.88% 15
2024
Q1 		$2.87M Sell
34,743
-221
-0.6% -$17.5K 1.87% 17
2023
Q4 		$2.76M Sell
34,964
-347
-1% -$25.1K 1.95% 16
2023
Q3 		$2.47M Buy
35,311
+589
+2% +$43.3K 2.03% 14
2023
Q2 		$2.55M Buy
34,722
+2,942
+9% +$196K 2.01% 14
2023
Q1 		$2.08M Buy
+31,780
New +$2M 1.73% 19

Other funds holding FDIS

Lido Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Commonwealth Equity Services
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

Yoder Wealth Management's FDIS Position: Q2 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Consumer Discretionary Index ETF (FDIS) stake by 12% in Q2 2026, buying an estimated $708K and bringing the position to 66,536 shares worth $6.84M. The position accounts for 2.67% of the portfolio, ranked #9.

Yoder Wealth Management first reported a position in FDIS in Q1 2023 and has held it in 14 quarters since. 238 funds tracked by Wall St. Rank hold FDIS as of Q2 2026.

  • Yoder Wealth Management held 66,536 shares of Fidelity MSCI Consumer Discretionary Index ETF worth $6.84M as of Q2 2026.
  • Yoder Wealth Management bought 7,017 Fidelity MSCI Consumer Discretionary Index ETF shares in Q2 2026, an estimated $708K.
  • Fidelity MSCI Consumer Discretionary Index ETF made up 2.67% of Yoder Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2023 and has held it in 14 quarters since.
  • 238 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.