Cherry Tree Wealth Management
FSTA icon

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
Q3 		$232K Hold
4,570
– – 0.04% 151
2026
Q2 		$240K Sell
4,570
-962
-17% -$51.1K 0.05% 148
2026
Q1 		$289K Hold
5,532
– – 0.06% 132
2025
Q4 		$272K Buy
+5,532
New +$274K 0.06% 139

Other funds holding FSTA

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Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Roxbury Financial
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Herbst Group
Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Cherry Tree Wealth Management's FSTA Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q3 2026 at 4,570 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #151.

Cherry Tree Wealth Management first reported a position in FSTA in Q4 2025 and has held it in 4 quarters since. The position peaked at $289K in Q1 2026. 52 funds tracked by Wall St. Rank hold FSTA as of Q3 2026.

  • Cherry Tree Wealth Management held 4,570 shares of Fidelity MSCI Consumer Staples Index ETF worth $232K as of Q3 2026.
  • Cherry Tree Wealth Management left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q3 2026.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Cherry Tree Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $289K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.