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GeoWealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-8,763
Closed -$433K – 1332
2024
Q4 		$433K Buy
8,763
+1,244
+17% +$63K 0.01% 507
2024
Q3 		$384K Buy
+7,519
New +$372K 0.01% 529

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

GeoWealth Management's FSTA Position: Q1 2025 in Review

GeoWealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2025, closing a stake of 8,763 shares — an estimated $433K sold.

GeoWealth Management first reported a position in FSTA in Q3 2024 and held it in 2 quarters. The position peaked at $433K in Q4 2024. 193 funds tracked by Wall St. Rank hold FSTA as of Q1 2025.

  • GeoWealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 8,763 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2025, an estimated $433K.
  • GeoWealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $433K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.