Corient Private Wealth’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Corient Private Wealth’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	$406K	Hold	7,736	–	–	﹤0.01%	2375
2026 Q1	$405K	Hold	7,736	–	–	﹤0.01%	2142
2025 Q4	$381K	Buy	7,736 +124	+2%	+$6.15K	﹤0.01%	2019
2025 Q3	$379K	Sell	7,612 -446	-6%	-$22.8K	﹤0.01%	1972
2025 Q2	$412K	Hold	8,058	–	–	﹤0.01%	1805
2025 Q1	$412K	Buy	8,058 +785	+11%	+$39.6K	﹤0.01%	1690
2024 Q4	$360K	Hold	7,273	–	–	﹤0.01%	1800
2024 Q3	$371K	Buy	7,273 +100	+1%	+$4.95K	﹤0.01%	1908
2024 Q2	$340K	Hold	7,173	–	–	﹤0.01%	1831
2024 Q1	$341K	Hold	7,173	–	–	﹤0.01%	1825
2023 Q4	$320K	Buy	7,173 +54	+0.8%	+$2.31K	﹤0.01%	1833
2023 Q3	$303K	Buy	7,119 +561	+9%	+$25.2K	﹤0.01%	1748
2023 Q2	$298K	Buy	+6,558	New	+$299K	﹤0.01%	1699

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

Corient Private Wealth's FSTA Position: Q2 2026 in Review

Corient Private Wealth held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 7,736 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Corient Private Wealth first reported a position in FSTA in Q2 2023 and has held it in 13 quarters since. The position peaked at $412K in Q2 2025. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Corient Private Wealth held 7,736 shares of Fidelity MSCI Consumer Staples Index ETF worth $406K as of Q2 2026.
Corient Private Wealth left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2375 holding.
Corient Private Wealth first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2023 and has held it in 13 quarters since.
Corient Private Wealth's Fidelity MSCI Consumer Staples Index ETF position peaked at $412K in Q2 2025.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.