Financial Perspectives’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Financial Perspectives’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	$7.34M	Buy	139,634 +3,956	+3%	+$210K	1.79%	16
2026 Q1	$7.1M	Buy	135,678 +5,889	+5%	+$314K	1.98%	16
2025 Q4	$6.38M	Buy	129,789 +7,021	+6%	+$348K	1.72%	17
2025 Q3	$6.12M	Buy	122,768 +3,021	+3%	+$154K	1.7%	17
2025 Q2	$6.13M	Buy	119,747 +5,328	+5%	+$273K	1.85%	15
2025 Q1	$5.89M	Buy	114,419 +3,544	+3%	+$179K	2.02%	12
2024 Q4	$5.48M	Buy	110,875 +2,485	+2%	+$126K	1.84%	15
2024 Q3	$5.53M	Buy	108,390 +1,675	+2%	+$83K	1.92%	13
2024 Q2	$5.06M	Buy	106,715 +2,665	+3%	+$126K	1.87%	15
2024 Q1	$4.95M	Buy	104,050 +4,133	+4%	+$189K	1.88%	14
2023 Q4	$4.46M	Buy	99,917 +7,784	+8%	+$333K	1.81%	14
2023 Q3	$3.92M	Buy	92,133 +1,393	+2%	+$62.7K	1.8%	13
2023 Q2	$4.12M	Buy	90,740 +3,494	+4%	+$159K	1.81%	13
2023 Q1	$3.94M	Buy	87,246 +4,100	+5%	+$182K	1.88%	12
2022 Q4	$3.73M	Buy	83,146 +1,435	+2%	+$63K	1.91%	12
2022 Q3	$3.28M	Buy	81,711 +12,844	+19%	+$566K	1.84%	12
2022 Q2	$2.98M	Buy	68,867 +3,341	+5%	+$151K	1.68%	12
2022 Q1	$3M	Buy	65,526 +3,113	+5%	+$142K	1.4%	15
2021 Q4	$2.91M	Buy	62,413 +7,355	+13%	+$324K	1.38%	17
2021 Q3	$2.3M	Buy	55,058 +1,641	+3%	+$70.9K	1.16%	17
2021 Q2	$2.28M	Sell	53,417 -1,843,776	-97%	-$78.7M	1.11%	19
2021 Q1	$45.6M	Buy	1,897,193 +1,870,921	+7,121%	+$75M	2.27%	7
2020 Q4	$1.07M	Buy	26,272 +11,503	+78%	+$456K	0.61%	29
2020 Q3	$564K	Buy	14,769 +1,536	+12%	+$57.8K	0.37%	41
2020 Q2	$461K	Buy	13,233 +5,530	+72%	+$191K	0.33%	45
2020 Q1	$249K	Buy	7,703 +4,955	+180%	+$179K	0.2%	61
2019 Q4	$104K	Buy	+2,748	New	+$101K	0.07%	120

Other funds holding FSTA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SCA

Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Financial Perspectives's FSTA Position: Q2 2026 in Review

Financial Perspectives increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 2.9% in Q2 2026, buying an estimated $210K and bringing the position to 139,634 shares worth $7.34M. The position accounts for 1.79% of the portfolio, ranked #16.

Financial Perspectives first reported a position in FSTA in Q4 2019 and has held it in 27 quarters since. The position peaked at $45.6M in Q1 2021. 79 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Financial Perspectives held 139,634 shares of Fidelity MSCI Consumer Staples Index ETF worth $7.34M as of Q2 2026.
Financial Perspectives bought 3,956 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $210K.
Fidelity MSCI Consumer Staples Index ETF made up 1.79% of Financial Perspectives's portfolio in Q2 2026, its #16 holding.
Financial Perspectives first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Fidelity MSCI Consumer Staples Index ETF position peaked at $45.6M in Q1 2021.
79 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.