Robertson Stephens Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$452K	Hold	8,635	–	–	0.01%	436
2025 Q4	$425K	Buy	8,635 +4,102	+90%	+$203K	0.01%	465
2025 Q3	$226K	Hold	4,533	–	–	0.01%	496
2025 Q2	$232K	Hold	4,533	–	–	0.01%	509
2025 Q1	$232K	Sell	4,533 -389	-8%	-$19.6K	0.01%	504
2024 Q4	$243K	Hold	4,922	–	–	0.01%	513
2024 Q3	$251K	Hold	4,922	–	–	0.01%	550
2024 Q2	$233K	Sell	4,922 -14,045	-74%	-$665K	0.01%	457
2024 Q1	$902K	Sell	18,967 -16	-0.1%	-$733	0.05%	249
2023 Q4	$849K	Buy	18,983 +5,811	+44%	+$249K	0.05%	239
2023 Q3	$561K	Hold	13,172	–	–	0.04%	288
2023 Q2	$598K	Sell	13,172 -336	-2%	-$15.3K	0.04%	258
2023 Q1	$610K	Buy	13,508 +1,884	+16%	+$83.4K	0.05%	269
2022 Q4	$521K	Sell	11,624 -215	-2%	-$9.44K	0.05%	259
2022 Q3	$475K	Sell	11,839 -1,504	-11%	-$66.3K	0.05%	225
2022 Q2	$577K	Hold	13,343	–	–	0.06%	225
2022 Q1	$611K	Hold	13,343	–	–	0.05%	231
2021 Q4	$622K	Sell	13,343 -2	-0%	-$88	0.05%	237
2021 Q3	$558K	Sell	13,345 -546	-4%	-$23.6K	0.06%	192
2021 Q2	$591K	Hold	13,891	–	–	0.07%	193
2021 Q1	$577K	Buy	13,891 +403	+3%	+$16.2K	0.09%	164
2020 Q4	$548K	Hold	13,488	–	–	0.11%	131
2020 Q3	$514K	Buy	+13,488	New	+$507K	0.13%	130