IAA
FSTA icon

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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return