BFP
FSTA icon

Briaud Financial Planning’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Briaud Financial Planning’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
-256
Closed -$13K – 136
2025
Q2 		$13K Buy
+256
New +$13.1K 0.01% 217

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Briaud Financial Planning's FSTA Position: Q3 2025 in Review

Briaud Financial Planning sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2025, closing a stake of 256 shares — an estimated $13K sold.

Briaud Financial Planning first reported a position in FSTA in Q2 2025 and held it in 1 quarter. The position peaked at $13K in Q2 2025. 193 funds tracked by Wall St. Rank hold FSTA as of Q3 2025.

  • Briaud Financial Planning reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 256 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2025, an estimated $13K.
  • Briaud Financial Planning first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Fidelity MSCI Consumer Staples Index ETF position peaked at $13K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.