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Morningstar Investment Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Morningstar Investment Services’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
2025
Q1 		$1.01M Sell
19,714
-46,062
-70% -$2.33M 0.18% 97
2024
Q4 		$3.25M Sell
65,776
-351,217
-84% -$17.8M 0.3% 81
2024
Q3 		$21.3M Buy
416,993
+93,342
+29% +$4.62M 0.22% 99
2024
Q2 		$15.4M Sell
323,651
-6,776
-2% -$321K 0.17% 109
2024
Q1 		$15.7M Sell
330,427
-442,345
-57% -$20.3M 0.17% 110
2023
Q4 		$34.4M Buy
772,772
+379,953
+97% +$16.3M 0.19% 103
2023
Q3 		$16.8M Sell
392,819
-104,147
-21% -$4.69M 0.21% 101
2023
Q2 		$22.4M Sell
496,966
-3,906
-0.8% -$178K 0.29% 93
2023
Q1 		$22.4M Sell
500,872
-1,901
-0.4% -$84.2K 0.3% 89
2022
Q4 		$22.5M Sell
502,773
-4,268
-0.8% -$187K 0.31% 89
2022
Q3 		$21.9M Sell
507,041
-23,825
-4% -$1.05M 0.31% 87
2022
Q2 		$23M Sell
530,866
-129,454
-20% -$5.84M 0.31% 83
2022
Q1 		$30.3M Sell
660,320
-253,519
-28% -$11.5M 0.34% 76
2021
Q4 		$42.6M Buy
913,839
+3,053
+0.3% +$134K 0.47% 53
2021
Q3 		$38.8M Buy
910,786
+14,944
+2% +$646K 0.46% 55
2021
Q2 		$37.9M Buy
895,842
+635,858
+245% +$27.1M 0.45% 57
2021
Q1 		$10.9M Buy
259,984
+7,115
+3% +$285K 0.14% 114
2020
Q4 		$10.3M Buy
252,869
+9,547
+4% +$378K 0.14% 117
2020
Q3 		$9.19M Buy
+243,322
New +$9.15M 0.14% 114

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Morningstar Investment Services's FSTA Position: Q1 2025 in Review

Morningstar Investment Services reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 70% in Q1 2025, selling an estimated $2.33M and leaving 19,714 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #97.

Morningstar Investment Services first reported a position in FSTA in Q3 2020 and has held it in 19 quarters since. The position peaked at $42.6M in Q4 2021. 192 funds tracked by Wall St. Rank hold FSTA as of Q1 2025.

  • Morningstar Investment Services held 19,714 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.01M as of Q1 2025.
  • Morningstar Investment Services sold 46,062 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2025, an estimated $2.33M.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.18% of Morningstar Investment Services's portfolio in Q1 2025, its #97 holding.
  • Morningstar Investment Services first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2020 and has held it in 19 quarters since.
  • Morningstar Investment Services's Fidelity MSCI Consumer Staples Index ETF position peaked at $42.6M in Q4 2021.
  • 192 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.