Mirsky Financial Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Mirsky Financial 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
2021 Q4	$212K	Buy	+4,533	New	+$199K	0.09%	52
2021 Q3	–	Sell	-6,148	Closed	-$262K	–	47
2021 Q2	$262K	Sell	6,148 -119,713	-95%	-$5.11M	0.12%	42
2021 Q1	$5.24M	Sell	125,861 -923	-0.7%	-$37K	2.43%	16
2020 Q4	$5.16M	Sell	126,784 -1,283	-1%	-$50.8K	2.65%	13
2020 Q3	$4.89M	Buy	128,067 +2,751	+2%	+$103K	2.76%	13
2020 Q2	$4.37M	Buy	125,316 +19,710	+19%	+$682K	2.63%	15
2020 Q1	$3.42M	Buy	105,606 +3,647	+4%	+$132K	2.41%	17
2019 Q4	$3.84M	Buy	101,959 +8,552	+9%	+$315K	2.5%	14
2019 Q3	$3.42M	Buy	93,407 +619	+0.7%	+$22.2K	2.46%	15
2019 Q2	$3.23M	Buy	92,788 +2,363	+3%	+$81.2K	2.43%	16
2019 Q1	$3.06M	Buy	+90,425	New	+$2.92M	2.38%	16

Other funds holding FSTA

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mirsky Financial Management's FSTA Position: Q4 2021 in Review

Mirsky Financial Management opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2021: 4,533 shares worth $212K. The stake represents 0.09% of the portfolio and ranks #52 among its holdings. This is a return to the name: Mirsky Financial Management previously reported a position in FSTA as recently as Q2 2021.

Mirsky Financial Management first reported a position in FSTA in Q1 2019 and has held it in 11 quarters since. The position peaked at $5.24M in Q1 2021. 136 funds tracked by Wall St. Rank hold FSTA as of Q4 2021.

Mirsky Financial Management held 4,533 shares of Fidelity MSCI Consumer Staples Index ETF worth $212K as of Q4 2021.
Fidelity MSCI Consumer Staples Index ETF was a new Mirsky Financial Management position in Q4 2021.
Fidelity MSCI Consumer Staples Index ETF made up 0.09% of Mirsky Financial Management's portfolio in Q4 2021, its #52 holding.
Mirsky Financial Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2019 and has held it in 11 quarters since.
Mirsky Financial Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $5.24M in Q1 2021.
136 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.