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

Evergreen 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 		– Sell
-111
Closed -$5.79K – 83
2026
Q1 		$5.79K Buy
+111
New +$5.92K ﹤0.01% 131

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
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

Evergreen Advisors's FSTA Position: Q2 2026 in Review

Evergreen Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026, closing a stake of 111 shares — an estimated $5.79K sold.

Evergreen Advisors first reported a position in FSTA in Q1 2026 and held it in 1 quarter. The position peaked at $5.79K in Q1 2026. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • Evergreen Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 111 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $5.79K.
  • Evergreen Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $5.79K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.