Plante Moran Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Plante Moran Financial Advisors’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
2023 Q2	–	Sell	-233	Closed	-$10.5K	–	837
2023 Q1	$10.5K	Hold	233	–	–	﹤0.01%	556
2022 Q4	$10.4K	Buy	233 +115	+97%	+$5.05K	﹤0.01%	574
2022 Q3	$5K	Hold	118	–	–	﹤0.01%	693
2022 Q2	$5K	Sell	118 -12	-9%	-$541	﹤0.01%	710
2022 Q1	$6K	Sell	130 -158	-55%	-$7.19K	﹤0.01%	653
2021 Q4	$13K	Hold	288	–	–	﹤0.01%	634
2021 Q3	$12K	Hold	288	–	–	﹤0.01%	659
2021 Q2	$12K	Hold	288	–	–	﹤0.01%	650
2021 Q1	$12K	Buy	288 +31	+12%	+$1.24K	﹤0.01%	622
2020 Q4	$10K	Hold	257	–	–	﹤0.01%	623
2020 Q3	$10K	Buy	257 +11	+4%	+$414	﹤0.01%	605
2020 Q2	$9K	Buy	+246	New	+$8.52K	﹤0.01%	531

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

Commonwealth Equity Services

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

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Envestnet Asset Management

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

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return