LWM
FSTA icon

Liberty Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Liberty Wealth 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
2025
Q3 		– Sell
-3,937
Closed -$201K – 252
2025
Q2 		$201K Buy
+3,937
New +$202K 0.03% 224

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Liberty Wealth Management's FSTA Position: Q3 2025 in Review

Liberty Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2025, closing a stake of 3,937 shares — an estimated $201K sold.

Liberty Wealth Management first reported a position in FSTA in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 193 funds tracked by Wall St. Rank hold FSTA as of Q3 2025.

  • Liberty Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 3,937 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2025, an estimated $201K.
  • Liberty Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2025 and held it in 1 quarter.
  • Liberty Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $201K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2025.

Based on Liberty Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.