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Columbia River Financial Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Columbia River Financial Group’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
Q2 		– Sell
-239
Closed -$12K – 68
2025
Q1 		$12K Buy
+239
New +$12.1K 0.01% 122

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AM
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Commonwealth Equity Services
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAC
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CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Columbia River Financial Group's FSTA Position: Q2 2025 in Review

Columbia River Financial Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2025, closing a stake of 239 shares — an estimated $12K sold.

Columbia River Financial Group first reported a position in FSTA in Q1 2025 and held it in 1 quarter. The position peaked at $12K in Q1 2025. 204 funds tracked by Wall St. Rank hold FSTA as of Q2 2025.

  • Columbia River Financial Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 239 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2025, an estimated $12K.
  • Columbia River Financial Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $12K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.