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

Concord Wealth 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 Q2	$5.47K	Buy	+104	New	+$5.52K	﹤0.01%	647
2026 Q1	–	Sell	-103	Closed	-$5.06K	–	411
2025 Q4	$5.06K	Buy	103 +1	+1%	+$50	﹤0.01%	621
2025 Q3	$5.1K	Hold	102	–	–	﹤0.01%	619
2025 Q2	$5.2K	Buy	102 +1	+1%	+$51	﹤0.01%	627
2025 Q1	$5.17K	Hold	101	–	–	﹤0.01%	578
2024 Q4	$4.97K	Buy	+101	New	+$5.12K	﹤0.01%	605

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Concord Wealth Partners's FSTA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026: 104 shares worth $5.47K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FSTA as recently as Q4 2025.

Concord Wealth Partners first reported a position in FSTA in Q4 2024 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Concord Wealth Partners held 104 shares of Fidelity MSCI Consumer Staples Index ETF worth $5.47K as of Q2 2026.
Fidelity MSCI Consumer Staples Index ETF was a new Concord Wealth Partners position in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #647 holding.
Concord Wealth Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and has held it in 6 quarters since.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.