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

Mascoma 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
2026 Q1	$22.2K	Hold	424	–	–	﹤0.01%	249
2025 Q4	$20.9K	Hold	424	–	–	﹤0.01%	256
2025 Q3	$21.1K	Hold	424	–	–	﹤0.01%	259
2025 Q2	$21.7K	Hold	424	–	–	0.01%	254
2025 Q1	$21.7K	Hold	424	–	–	0.01%	255
2024 Q4	$21K	Hold	424	–	–	0.01%	269
2024 Q3	$21.6K	Buy	424 +24	+6%	+$1.19K	0.01%	256
2024 Q2	$19K	Hold	400	–	–	0.01%	276
2024 Q1	$19K	Hold	400	–	–	0.01%	264
2023 Q4	$17.9K	Hold	400	–	–	0.01%	277
2023 Q3	$17K	Hold	400	–	–	0.01%	286
2023 Q2	$18.3K	Hold	400	–	–	0.01%	274
2023 Q1	$18.7K	Hold	400	–	–	0.01%	347
2022 Q4	$17.9K	Buy	400 +150	+60%	+$6.59K	0.01%	344
2022 Q3	$10K	Buy	+250	New	+$11K	﹤0.01%	396

Other funds holding FSTA

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services

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

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

Certified Advisory Corp Altamonte Springs, Florida $1.12B AUM 16.09% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return