Kovitz Investment Group Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.93M	Buy	174,604 +115,794	+197%	+$5.92M	0.04%	332
2025 Q1	$3.01M	Sell	58,810 -39,365	-40%	-$2.01M	0.02%	498
2024 Q4	$4.86M	Sell	98,175 -82,553	-46%	-$4.09M	0.02%	406
2024 Q3	$9.24M	Buy	180,728 +21,303	+13%	+$1.09M	0.07%	244
2024 Q2	$7.57M	Buy	+159,425	New	+$7.57M	0.06%	222