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Avondale Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Avondale Wealth Management’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
2025
Q3 		– Sell
-1
Closed -$60 – 82
2025
Q2 		$60 Sell
1
-133,168
-100% -$6.82M ﹤0.01% 112
2025
Q1 		$6.81M Buy
133,169
+28,373
+27% +$1.43M 4.29% 8
2024
Q4 		$5.18M Buy
+104,796
New +$5.31M 3.32% 8

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Avondale Wealth Management's FSTA Position: Q3 2025 in Review

Avondale Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2025, closing a stake of 1 share — an estimated $60 sold.

Avondale Wealth Management first reported a position in FSTA in Q4 2024 and held it in 3 quarters. The position peaked at $6.81M in Q1 2025. 193 funds tracked by Wall St. Rank hold FSTA as of Q3 2025.

  • Avondale Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 1 Fidelity MSCI Consumer Staples Index ETF share in Q3 2025, an estimated $60.
  • Avondale Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and held it in 3 quarters.
  • Avondale Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $6.81M in Q1 2025.
  • 193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.