Crewe Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Crewe Advisors’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	-68	Closed	-$3.48K	–	781
2025 Q1	$3.48K	Buy	+68	New	+$3.43K	﹤0.01%	509
2023 Q4	–	Sell	-27	Closed	-$1.15K	–	527
2023 Q3	$1.15K	Hold	27	–	–	﹤0.01%	351
2023 Q2	$1.23K	Buy	+27	New	+$1.23K	﹤0.01%	563

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAC

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

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

Crewe Advisors's FSTA Position: Q2 2025 in Review

Crewe Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2025, closing a stake of 68 shares — an estimated $3.48K sold.

Crewe Advisors first reported a position in FSTA in Q2 2023 and held it in 3 quarters. The position peaked at $3.48K in Q1 2025. 204 funds tracked by Wall St. Rank hold FSTA as of Q2 2025.

Crewe Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2025 after selling out during the quarter.
Crewe Advisors sold 68 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2025, an estimated $3.48K.
Crewe Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2023 and held it in 3 quarters.
Crewe Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $3.48K in Q1 2025.
204 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.