Independent Order of Foresters’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Independent Order of Foresters’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
2024 Q4	–	Sell	-25,886	Closed	-$1.32M	–	4
2024 Q3	$1.32M	Hold	25,886	–	–	0.76%	11
2024 Q2	$1.23M	Hold	25,886	–	–	0.76%	13
2024 Q1	$1.23M	Sell	25,886 -2,357	-8%	-$108K	0.78%	13
2023 Q4	$1.26M	Hold	28,243	–	–	0.81%	13
2023 Q3	$1.2M	Hold	28,243	–	–	0.86%	13
2023 Q2	$1.28M	Hold	28,243	–	–	0.88%	13
2023 Q1	$1.28M	Hold	28,243	–	–	0.94%	12
2022 Q4	$1.27M	Hold	28,243	–	–	1.01%	10
2022 Q3	$1.13M	Hold	28,243	–	–	0.97%	11
2022 Q2	$1.22M	Sell	28,243 -4,330	-13%	-$195K	0.99%	10
2022 Q1	$1.49M	Hold	32,573	–	–	0.88%	12
2021 Q4	$1.52M	Hold	32,573	–	–	0.84%	12
2021 Q3	$1.36M	Sell	32,573 -1,828	-5%	-$79K	0.81%	12
2021 Q2	$1.47M	Hold	34,401	–	–	0.83%	11
2021 Q1	$1.43M	Sell	34,401 -3,787	-10%	-$152K	0.87%	11
2020 Q4	$1.55M	Hold	38,188	–	–	0.91%	11
2020 Q3	$1.46M	Hold	38,188	–	–	0.99%	10
2020 Q2	$1.33M	Buy	+38,188	New	+$1.32M	0.97%	10

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Independent Order of Foresters's FSTA Position: Q4 2024 in Review

Independent Order of Foresters sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2024, closing a stake of 25,886 shares — an estimated $1.32M sold.

Independent Order of Foresters first reported a position in FSTA in Q2 2020 and held it in 18 quarters. The position peaked at $1.55M in Q4 2020. 181 funds tracked by Wall St. Rank hold FSTA as of Q4 2024.

Independent Order of Foresters reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2024 after selling out during the quarter.
Independent Order of Foresters sold 25,886 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2024, an estimated $1.32M.
Independent Order of Foresters first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2020 and held it in 18 quarters.
Independent Order of Foresters's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.55M in Q4 2020.
181 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2024.

Based on Independent Order of Foresters's 13F filing for Q4 2024, filed 12 Feb 2025.