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 Q2	$2.63K	Hold	50	–	–	﹤0.01%	3606
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	–	2932
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 $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

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

EverSource Wealth Advisors held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 50 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3606.

EverSource Wealth Advisors first reported a position in FSTA in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.77K in Q2 2024. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

EverSource Wealth Advisors held 50 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.63K as of Q2 2026.
EverSource Wealth Advisors left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3606 holding.
EverSource Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $9.77K in Q2 2024.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.