Independent Advisor Alliance’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Independent Advisor Alliance’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	$391K	Sell	7,440 -13,194	-64%	-$700K	0.01%	751
2026 Q1	$1.08M	Buy	20,634 +12,944	+168%	+$691K	0.01%	795
2025 Q4	$378K	Sell	7,690 -59	-0.8%	-$2.93K	0.01%	729
2025 Q3	$386K	Sell	7,749 -157	-2%	-$8.03K	0.01%	697
2025 Q2	$404K	Buy	7,906 +73	+0.9%	+$3.74K	0.01%	652
2025 Q1	$401K	Sell	7,833 -11,714	-60%	-$591K	0.01%	581
2024 Q4	$966K	Buy	19,547 +11,726	+150%	+$594K	0.01%	738
2024 Q3	$399K	Sell	7,821 -392	-5%	-$19.4K	0.01%	505
2024 Q2	$389K	Buy	8,213 +38	+0.5%	+$1.8K	0.01%	510
2024 Q1	$389K	Sell	8,175 -28	-0.3%	-$1.28K	0.01%	512
2023 Q4	$366K	Buy	8,203 +120	+1%	+$5.14K	0.01%	500
2023 Q3	$344K	Buy	8,083 +108	+1%	+$4.86K	0.02%	486
2023 Q2	$362K	Buy	+7,975	New	+$363K	0.02%	490

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 $589M AUM 14.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Independent Advisor Alliance's FSTA Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 64% in Q2 2026, selling an estimated $700K and leaving 7,440 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #751.

Independent Advisor Alliance first reported a position in FSTA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.08M in Q1 2026. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Independent Advisor Alliance held 7,440 shares of Fidelity MSCI Consumer Staples Index ETF worth $391K as of Q2 2026.
Independent Advisor Alliance sold 13,194 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $700K.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #751 holding.
Independent Advisor Alliance first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2023 and has held it in 13 quarters since.
Independent Advisor Alliance's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.08M in Q1 2026.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.