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 Q2	$22.3K	Hold	424	–	–	﹤0.01%	256
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 $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Mascoma Wealth Management's FSTA Position: Q2 2026 in Review

Mascoma Wealth Management held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 424 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Mascoma Wealth Management first reported a position in FSTA in Q3 2022 and has held it in 16 quarters since. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Mascoma Wealth Management held 424 shares of Fidelity MSCI Consumer Staples Index ETF worth $22.3K as of Q2 2026.
Mascoma Wealth Management left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #256 holding.
Mascoma Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2022 and has held it in 16 quarters since.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.