CVA Family Office’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

CVA Family Office’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	$523	Hold	10	–	–	﹤0.01%	1748
2025 Q4	$492	Hold	10	–	–	﹤0.01%	1232
2025 Q3	$498	Hold	10	–	–	﹤0.01%	1249
2025 Q2	$512	Hold	10	–	–	﹤0.01%	1228
2025 Q1	$511	Hold	10	–	–	﹤0.01%	1262
2024 Q4	$494	Hold	10	–	–	﹤0.01%	1236
2024 Q3	$511	Hold	10	–	–	﹤0.01%	1212
2024 Q2	$474	Hold	10	–	–	﹤0.01%	1229
2024 Q1	$476	Hold	10	–	–	﹤0.01%	1032
2023 Q4	$446	Buy	+10	New	+$428	﹤0.01%	1018
2023 Q3	–	Sell	-10	Closed	-$454	–	509
2023 Q2	$454	Buy	+10	New	+$455	﹤0.01%	983

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

CVA Family Office's FSTA Position: Q1 2026 in Review

CVA Family Office held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q1 2026 at 10 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

CVA Family Office first reported a position in FSTA in Q2 2023 and has held it in 11 quarters since. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

CVA Family Office held 10 shares of Fidelity MSCI Consumer Staples Index ETF worth $523 as of Q1 2026.
CVA Family Office left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1748 holding.
CVA Family Office first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2023 and has held it in 11 quarters since.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.