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

Davis Wealth 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
Q3 		– Sell
-4,132
Closed -$211K – 72
2025
Q2 		$211K Hold
4,132
– – 0.22% 63
2025
Q1 		$211K Hold
4,132
– – 0.24% 59
2024
Q4 		$204K Buy
+4,132
New +$209K 0.22% 60

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 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 $3.81B AUM 32.31% 1-Year Est. Return

Davis Wealth Advisors's FSTA Position: Q3 2025 in Review

Davis Wealth Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2025, closing a stake of 4,132 shares — an estimated $211K sold.

Davis Wealth Advisors first reported a position in FSTA in Q4 2024 and held it in 3 quarters. The position peaked at $211K in Q2 2025. 193 funds tracked by Wall St. Rank hold FSTA as of Q3 2025.

  • Davis Wealth Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2025 after selling out during the quarter.
  • Davis Wealth Advisors sold 4,132 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2025, an estimated $211K.
  • Davis Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and held it in 3 quarters.
  • Davis Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $211K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2025.

Based on Davis Wealth Advisors's 13F filing for Q3 2025, filed 1 Sep 2026.