Acorn Financial Advisory Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Acorn Financial Advisory Services’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$496K	Buy	9,482 +615	+7%	+$32.8K	0.07%	130
2025 Q4	$436K	Buy	8,867 +1,194	+16%	+$59.2K	0.06%	130
2025 Q3	$382K	Buy	7,673 +1,947	+34%	+$99.5K	0.06%	136
2025 Q2	$293K	Buy	5,726 +1,507	+36%	+$77.2K	0.05%	158
2025 Q1	$216K	Buy	+4,219	New	+$213K	0.04%	178

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return