International Assets Investment Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

International Assets Investment 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
2024 Q4	–	Sell	-3,680	Closed	-$259K	–	1190
2024 Q3	$259K	Buy	3,680 +1,919	+109%	+$95.1K	0.02%	516
2024 Q2	$83.5K	Buy	+1,761	New	+$83.4K	0.01%	1004

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

International Assets Investment Management's FSTA Position: Q4 2024 in Review

International Assets Investment Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2024, closing a stake of 3,680 shares — an estimated $259K sold.

International Assets Investment Management first reported a position in FSTA in Q2 2024 and held it in 2 quarters. The position peaked at $259K in Q3 2024. 181 funds tracked by Wall St. Rank hold FSTA as of Q4 2024.

International Assets Investment Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2024 after selling out during the quarter.
International Assets Investment Management sold 3,680 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2024, an estimated $259K.
International Assets Investment Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2024 and held it in 2 quarters.
International Assets Investment Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $259K in Q3 2024.
181 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.