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

Roxbury Financial’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	$2.98M	Buy	56,809 +15	+0%	+$796	2.36%	10
2026 Q1	$2.97M	Buy	56,794 +232	+0.4%	+$12.4K	2.67%	8
2025 Q4	$2.78M	Buy	56,562 +181	+0.3%	+$8.98K	2.5%	9
2025 Q3	$2.81M	Buy	56,381 +168	+0.3%	+$8.59K	2.59%	9
2025 Q2	$2.88M	Sell	56,213 -585	-1%	-$30K	2.8%	8
2025 Q1	$2.98M	Buy	56,798 +141	+0.2%	+$7.12K	2.92%	7
2024 Q4	$2.96M	Buy	+56,657	New	+$2.87M	2.86%	7

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

Roxbury Financial's FSTA Position: Q2 2026 in Review

Roxbury Financial increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 0.03% in Q2 2026, buying an estimated $796 and bringing the position to 56,809 shares worth $2.98M. The position accounts for 2.36% of the portfolio, ranked #10.

Roxbury Financial first reported a position in FSTA in Q4 2024 and has held it in 7 quarters since. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Roxbury Financial held 56,809 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.98M as of Q2 2026.
Roxbury Financial bought 15 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $796.
Fidelity MSCI Consumer Staples Index ETF made up 2.36% of Roxbury Financial's portfolio in Q2 2026, its #10 holding.
Roxbury Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and has held it in 7 quarters since.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.