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

Cherry Tree 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
2026
Q1 		$289K Hold
5,532
– – 0.06% 132
2025
Q4 		$272K Buy
+5,532
New +$274K 0.06% 139

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Cherry Tree Wealth Management's FSTA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q1 2026 at 5,532 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #132.

Cherry Tree Wealth Management first reported a position in FSTA in Q4 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

  • Cherry Tree Wealth Management held 5,532 shares of Fidelity MSCI Consumer Staples Index ETF worth $289K as of Q1 2026.
  • Cherry Tree Wealth Management left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.06% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Cherry Tree Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.