Castleview Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Castleview Partners’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	$355K	Buy	6,785 +56	+0.8%	+$2.99K	0.18%	125
2025 Q4	$331K	Buy	6,729 +286	+4%	+$14.2K	0.16%	130
2025 Q3	$321K	Buy	6,443 +632	+11%	+$32.3K	0.17%	122
2025 Q2	$297K	Sell	5,811 -2,826	-33%	-$145K	0.19%	133
2025 Q1	$442K	Buy	8,637 +7,263	+529%	+$367K	0.3%	88
2024 Q4	$67.7K	Buy	+1,374	New	+$69.6K	0.04%	295

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

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Castleview Partners's FSTA Position: Q1 2026 in Review

Castleview Partners increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.83% in Q1 2026, buying an estimated $2.99K and bringing the position to 6,785 shares worth $355K. The position accounts for 0.18% of the portfolio, ranked #125.

Castleview Partners first reported a position in FSTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $442K in Q1 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Castleview Partners held 6,785 shares of Fidelity MSCI Consumer Staples Index ETF worth $355K as of Q1 2026.
Castleview Partners bought 56 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $2.99K.
Fidelity MSCI Consumer Staples Index ETF made up 0.18% of Castleview Partners's portfolio in Q1 2026, its #125 holding.
Castleview Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and has held it in 6 quarters since.
Castleview Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $442K in Q1 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.