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Ellevest Inc’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-60
Closed -$2.71K – 827
2023
Q1 		$2.71K Buy
+60
New +$2.66K ﹤0.01% 1379

Other funds holding FSTA

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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Ellevest Inc's FSTA Position: Q2 2023 in Review

Ellevest Inc sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2023, closing a stake of 60 shares — an estimated $2.71K sold.

Ellevest Inc first reported a position in FSTA in Q1 2023 and held it in 1 quarter. The position peaked at $2.71K in Q1 2023. 166 funds tracked by Wall St. Rank hold FSTA as of Q2 2023.

  • Ellevest Inc reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 60 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2023, an estimated $2.71K.
  • Ellevest Inc first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's Fidelity MSCI Consumer Staples Index ETF position peaked at $2.71K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.