Bartlett & Co Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Bartlett & Co 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 Q4	–	Sell	-19	Closed	-$947	–	1244
2025 Q3	$947	Hold	19	–	–	﹤0.01%	1122
2025 Q2	$972	Hold	19	–	–	﹤0.01%	1146
2025 Q1	$971	Buy	+19	New	+$959	﹤0.01%	1117

Other funds holding FSTA

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CFGSD

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

CAC

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

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

MAM

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

Bartlett & Co Wealth Management's FSTA Position: Q4 2025 in Review

Bartlett & Co Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2025, closing a stake of 19 shares — an estimated $947 sold.

Bartlett & Co Wealth Management first reported a position in FSTA in Q1 2025 and held it in 3 quarters. The position peaked at $972 in Q2 2025. 212 funds tracked by Wall St. Rank hold FSTA as of Q4 2025.

Bartlett & Co Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 19 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2025, an estimated $947.
Bartlett & Co Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2025 and held it in 3 quarters.
Bartlett & Co Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $972 in Q2 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.