Lifeworks Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Lifeworks Advisors’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
2026 Q1	$3.53M	Sell	67,477 -11,300	-14%	-$603K	0.45%	72
2025 Q4	$3.88M	Sell	78,777 -2,403	-3%	-$119K	0.5%	69
2025 Q3	$4.05M	Buy	81,180 +8,948	+12%	+$457K	0.54%	63
2025 Q2	$3.69M	Buy	72,232 +34,592	+92%	+$1.77M	0.55%	57
2025 Q1	$1.92M	Buy	37,640 +2,000	+6%	+$101K	0.32%	80
2024 Q4	$1.76M	Buy	35,640 +5,345	+18%	+$271K	0.32%	86
2024 Q3	$1.55M	Buy	30,295 +2,438	+9%	+$121K	0.3%	93
2024 Q2	$1.32M	Sell	27,857 -28	-0.1%	-$1.32K	0.37%	74
2024 Q1	$1.33M	Buy	27,885 +654	+2%	+$30K	0.37%	77
2023 Q4	$1.22M	Sell	27,231 -550	-2%	-$23.5K	0.42%	74
2023 Q3	$1.18M	Sell	27,781 -1,770	-6%	-$79.7K	0.46%	70
2023 Q2	$1.34M	Sell	29,551 -5,132	-15%	-$234K	0.57%	58
2023 Q1	$1.57M	Sell	34,683 -3,290	-9%	-$146K	0.74%	44
2022 Q4	$1.7M	Buy	37,973 +533	+1%	+$23.4K	0.96%	32
2022 Q3	$1.65M	Buy	37,440 +25,678	+218%	+$1.13M	0.94%	32
2022 Q2	$509K	Buy	+11,762	New	+$531K	0.32%	89
2022 Q1	–	Sell	-12,094	Closed	-$564K	–	132
2021 Q4	$564K	Buy	+12,094	New	+$532K	0.45%	68

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Lifeworks Advisors's FSTA Position: Q1 2026 in Review

Lifeworks Advisors reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 14% in Q1 2026, selling an estimated $603K and leaving 67,477 shares worth $3.53M. The position accounts for 0.45% of the portfolio, ranked #72.

Lifeworks Advisors first reported a position in FSTA in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.05M in Q3 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Lifeworks Advisors held 67,477 shares of Fidelity MSCI Consumer Staples Index ETF worth $3.53M as of Q1 2026.
Lifeworks Advisors sold 11,300 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $603K.
Fidelity MSCI Consumer Staples Index ETF made up 0.45% of Lifeworks Advisors's portfolio in Q1 2026, its #72 holding.
Lifeworks Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and has held it in 17 quarters since.
Lifeworks Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $4.05M in Q3 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.