Bank of Montreal’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Bank of Montreal’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 Q2	$3.9K	Buy	+80	New	+$4.25K	﹤0.01%	3752
2026 Q1	–	Sell	-100	Closed	-$4.87K	–	3837
2025 Q4	$4.87K	Buy	+100	New	+$4.96K	﹤0.01%	3496
2023 Q4	–	Sell	-14,800	Closed	-$689K	–	4095
2023 Q3	$689K	Buy	14,800 +1,400	+10%	+$63K	﹤0.01%	2254
2023 Q2	$609K	Buy	+13,400	New	+$610K	﹤0.01%	2462
2023 Q1	–	Sell	-124	Closed	-$5.62K	–	3917
2022 Q4	$5.62K	Buy	124 +109	+727%	+$4.79K	﹤0.01%	3824
2022 Q3	$1K	Buy	+15	New	+$661	﹤0.01%	4012
2021 Q4	–	Sell	-197	Closed	-$8K	–	3613
2021 Q3	$8K	Buy	+197	New	+$8.51K	﹤0.01%	3726
2019 Q1	–	Sell	-200	Closed	-$6K	–	4468
2018 Q4	$6K	Hold	200	–	–	﹤0.01%	4017
2018 Q3	$7K	Buy	+200	New	+$6.49K	﹤0.01%	4029

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Bank of Montreal's FSTA Position: Q2 2026 in Review

Bank of Montreal opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026: 80 shares worth $3.9K. The stake represents ﹤0.01% of the portfolio and ranks #3752 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in FSTA as recently as Q4 2025.

Bank of Montreal first reported a position in FSTA in Q3 2018 and has held it in 9 quarters since. The position peaked at $689K in Q3 2023. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Bank of Montreal held 80 shares of Fidelity MSCI Consumer Staples Index ETF worth $3.9K as of Q2 2026.
Fidelity MSCI Consumer Staples Index ETF was a new Bank of Montreal position in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3752 holding.
Bank of Montreal first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2018 and has held it in 9 quarters since.
Bank of Montreal's Fidelity MSCI Consumer Staples Index ETF position peaked at $689K in Q3 2023.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.