Matthew Hamilton Rosenberg’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Matthew Hamilton Rosenberg’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	$157K	Hold	2,986	–	–	0.03%	278
2026 Q1	$156K	Hold	2,986	–	–	0.03%	252
2025 Q4	$147K	Hold	2,986	–	–	0.03%	266
2025 Q3	$149K	Hold	2,986	–	–	0.03%	253
2025 Q2	$153K	Hold	2,986	–	–	0.04%	247
2025 Q1	$153K	Hold	2,986	–	–	0.04%	235
2024 Q4	$148K	Hold	2,986	–	–	0.04%	235
2024 Q3	$152K	Hold	2,986	–	–	0.04%	237
2024 Q2	$141K	Hold	2,986	–	–	0.04%	234
2024 Q1	$141K	Sell	2,986 -69	-2%	-$3.16K	0.04%	248
2023 Q4	$136K	Hold	3,055	–	–	0.04%	241
2023 Q3	$130K	Hold	3,055	–	–	0.04%	247
2023 Q2	$139K	Buy	3,055 +70	+2%	+$3.19K	0.05%	230
2023 Q1	$135K	Hold	2,985	–	–	0.04%	254
2022 Q4	$134K	Hold	2,985	–	–	0.05%	257
2022 Q3	$120K	Hold	2,985	–	–	0.05%	251
2022 Q2	$131K	Hold	2,985	–	–	0.05%	245
2022 Q1	$137K	Hold	2,985	–	–	0.05%	256
2021 Q4	$139K	Hold	2,985	–	–	0.05%	247
2021 Q3	$125K	Hold	2,985	–	–	0.05%	249
2021 Q2	$127K	Hold	2,985	–	–	0.07%	218
2021 Q1	$124K	Hold	2,985	–	–	0.07%	216
2020 Q4	$212K	Hold	2,985	–	–	0.13%	102
2020 Q3	$113K	Hold	2,985	–	–	0.08%	178
2020 Q2	$104K	Hold	2,985	–	–	0.08%	180
2020 Q1	$97K	Buy	+2,985	New	+$108K	0.1%	127

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

Matthew Hamilton Rosenberg's FSTA Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 2,986 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #278.

Matthew Hamilton Rosenberg first reported a position in FSTA in Q1 2020 and has held it in 26 quarters since. The position peaked at $212K in Q4 2020. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Matthew Hamilton Rosenberg held 2,986 shares of Fidelity MSCI Consumer Staples Index ETF worth $157K as of Q2 2026.
Matthew Hamilton Rosenberg left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #278 holding.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Fidelity MSCI Consumer Staples Index ETF position peaked at $212K in Q4 2020.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.