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

EP 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
2026 Q2	$105K	Buy	+2,001	New	+$106K	﹤0.01%	1658

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

EP Wealth Advisors's FSTA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026: 2,001 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings.

211 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

EP Wealth Advisors held 2,001 shares of Fidelity MSCI Consumer Staples Index ETF worth $105K as of Q2 2026.
Fidelity MSCI Consumer Staples Index ETF was a new EP Wealth Advisors position in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1658 holding.
211 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.