Ironwood Financial’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-7	Closed	–	–	267
2021 Q3	$0	Hold	7	–	–	﹤0.01%	577
2021 Q2	$0	Sell	7 -4	-36%	-$171	﹤0.01%	566
2021 Q1	$0	Hold	11	–	–	﹤0.01%	546
2020 Q4	$0	Hold	11	–	–	﹤0.01%	491
2020 Q3	$0	Hold	11	–	–	﹤0.01%	439
2020 Q2	$0	Buy	+11	New	+$381	﹤0.01%	411

Other funds holding FSTA

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ironwood Financial's FSTA Position: Q4 2021 in Review

Ironwood Financial sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2021, closing a stake of 7 shares.

Ironwood Financial first reported a position in FSTA in Q2 2020 and held it in 6 quarters. The position peaked at $0 in Q3 2021. 136 funds tracked by Wall St. Rank hold FSTA as of Q4 2021.

Ironwood Financial reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 7 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2021.
Ironwood Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2020 and held it in 6 quarters.
Ironwood Financial's Fidelity MSCI Consumer Staples Index ETF position peaked at $0 in Q3 2021.
136 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.