Curran Financial Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Curran Financial 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	$690K	Buy	13,141 +19	+0.1%	+$1.01K	0.1%	81
2026 Q1	$687K	Buy	13,122 +88	+0.7%	+$4.7K	0.12%	76
2025 Q4	$641K	Buy	13,034 +69	+0.5%	+$3.42K	0.12%	84
2025 Q3	$646K	Buy	12,965 +8	+0.1%	+$409	0.13%	86
2025 Q2	$663K	Sell	12,957 -154	-1%	-$7.88K	0.15%	74
2025 Q1	$670K	Sell	13,111 -602	-4%	-$30.4K	0.16%	56
2024 Q4	$678K	Sell	13,713 -176	-1%	-$8.91K	0.18%	57
2024 Q3	$709K	Sell	13,889 -14	-0.1%	-$694	0.2%	62
2024 Q2	$659K	Sell	13,903 -1,093	-7%	-$51.7K	0.22%	61
2024 Q1	$713K	Sell	14,996 -910	-6%	-$41.7K	0.25%	53
2023 Q4	$704K	Sell	15,906 -1,302	-8%	-$55.7K	0.27%	51
2023 Q3	$733K	Sell	17,208 -121	-0.7%	-$5.45K	0.32%	48
2023 Q2	$787K	Sell	17,329 -270	-2%	-$12.3K	0.34%	48
2023 Q1	$795K	Sell	17,599 -900	-5%	-$39.8K	0.38%	42
2022 Q4	$829K	Sell	18,499 -3,128	-14%	-$137K	0.4%	45
2022 Q3	$868K	Sell	21,627 -15,331	-41%	-$676K	0.44%	35
2022 Q2	$1.6M	Sell	36,958 -3,277	-8%	-$148K	0.75%	28
2022 Q1	$1.84M	Sell	40,235 -16,165	-29%	-$735K	0.76%	39
2021 Q4	$2.63M	Sell	56,400 -27,828	-33%	-$1.22M	1.12%	20
2021 Q3	$3.53M	Buy	84,228 +1,942	+2%	+$83.9K	1.81%	17
2021 Q2	$3.5M	Buy	82,286 +3,690	+5%	+$157K	1.93%	18
2021 Q1	$3.27M	Buy	78,596 +3,082	+4%	+$124K	2.35%	14
2020 Q4	$3.07M	Buy	+75,514	New	+$2.99M	2.63%	14

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

Curran Financial Partners's FSTA Position: Q2 2026 in Review

Curran Financial Partners increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.14% in Q2 2026, buying an estimated $1.01K and bringing the position to 13,141 shares worth $690K. The position accounts for 0.1% of the portfolio, ranked #81.

Curran Financial Partners first reported a position in FSTA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.53M in Q3 2021. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Curran Financial Partners held 13,141 shares of Fidelity MSCI Consumer Staples Index ETF worth $690K as of Q2 2026.
Curran Financial Partners bought 19 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $1.01K.
Fidelity MSCI Consumer Staples Index ETF made up 0.1% of Curran Financial Partners's portfolio in Q2 2026, its #81 holding.
Curran Financial Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and has held it in 23 quarters since.
Curran Financial Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $3.53M in Q3 2021.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.