Root Financial Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Root Financial Partners’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	–	Sell	-102	Closed	-$5.34K	–	1448
2026 Q1	$5.34K	Sell	102 -61	-37%	-$3.25K	﹤0.01%	1927
2025 Q4	$8.02K	Buy	163 +61	+60%	+$3.02K	﹤0.01%	1598
2025 Q3	$5.08K	Buy	+102	New	+$5.21K	﹤0.01%	1717

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

Root Financial Partners's FSTA Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026, closing a stake of 102 shares — an estimated $5.34K sold.

Root Financial Partners first reported a position in FSTA in Q3 2025 and held it in 3 quarters. The position peaked at $8.02K in Q4 2025. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Root Financial Partners reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 102 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $5.34K.
Root Financial Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $8.02K in Q4 2025.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.