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Ironwood Wealth Management (West Virginia)’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Ironwood Wealth Management (West Virginia)’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
Q1 		– Sell
-100
Closed -$4K – 32
2020
Q4 		$4K Buy
+100
New +$3.96K ﹤0.01% 29

Other funds holding FSTA

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $358M AUM 22.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s FSTA Position: Q1 2021 in Review

Ironwood Wealth Management (West Virginia) sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2021, closing a stake of 100 shares — an estimated $4K sold.

Ironwood Wealth Management (West Virginia) first reported a position in FSTA in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 130 funds tracked by Wall St. Rank hold FSTA as of Q1 2021.

  • Ironwood Wealth Management (West Virginia) reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2021 after selling out during the quarter.
  • Ironwood Wealth Management (West Virginia) sold 100 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2021, an estimated $4K.
  • Ironwood Wealth Management (West Virginia) first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and held it in 1 quarter.
  • Ironwood Wealth Management (West Virginia)'s Fidelity MSCI Consumer Staples Index ETF position peaked at $4K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2021.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q1 2021, filed 12 Apr 2021.