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

EverSource 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 Q1	$2.62K	Hold	50	–	–	﹤0.01%	3546
2025 Q4	$2.46K	Hold	50	–	–	﹤0.01%	3420
2025 Q3	$2.49K	Hold	50	–	–	﹤0.01%	3450
2025 Q2	$2.56K	Hold	50	–	–	﹤0.01%	3422
2025 Q1	$2.56K	Hold	50	–	–	﹤0.01%	2813
2024 Q4	$2.47K	Buy	+50	New	+$2.53K	﹤0.01%	2638
2024 Q3	–	Sell	-202	Closed	-$9.77K	–	3068
2024 Q2	$9.77K	Buy	+202	New	+$9.56K	﹤0.01%	1865
2024 Q1	–	Sell	-26	Closed	-$1.16K	–	2935
2023 Q4	$1.16K	Sell	26 -5	-16%	-$214	﹤0.01%	2349
2023 Q3	$1.32K	Hold	31	–	–	﹤0.01%	2125
2023 Q2	$1.41K	Sell	31 -152	-83%	-$6.92K	﹤0.01%	2114
2023 Q1	$8.24K	Buy	+183	New	+$8.1K	﹤0.01%	1445

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services

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

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

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return