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 Q1	$405K	Sell	7,736 -7,736	-50%	-$413K	﹤0.01%	2142
2025 Q4	$761K	Buy	15,472 +7,860	+103%	+$390K	﹤0.01%	2047
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 $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $3.13B AUM 22.88% 1-Year Est. Return

Corient Private Wealth's FSTA Position: Q1 2026 in Review

Corient Private Wealth reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 50% in Q1 2026, selling an estimated $413K and leaving 7,736 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Corient Private Wealth first reported a position in FSTA in Q2 2023 and has held it in 12 quarters since. The position peaked at $761K in Q4 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Corient Private Wealth held 7,736 shares of Fidelity MSCI Consumer Staples Index ETF worth $405K as of Q1 2026.
Corient Private Wealth sold 7,736 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $413K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2142 holding.
Corient Private Wealth first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2023 and has held it in 12 quarters since.
Corient Private Wealth's Fidelity MSCI Consumer Staples Index ETF position peaked at $761K in Q4 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.