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 Q3	$3.01M	Buy	59,140 +2,331	+4%	+$124K	2.31%	9
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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return

Southern Capital Advisors Jackson, Tennessee $266M AUM 14.28% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Herbst Group Westport, Connecticut $176M AUM 29.11% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Roxbury Financial's FSTA Position: Q3 2026 in Review

Roxbury Financial increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 4.1% in Q3 2026, buying an estimated $124K and bringing the position to 59,140 shares worth $3.01M. The position accounts for 2.31% of the portfolio, ranked #9.

Roxbury Financial first reported a position in FSTA in Q4 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold FSTA as of Q3 2026.

Roxbury Financial held 59,140 shares of Fidelity MSCI Consumer Staples Index ETF worth $3.01M as of Q3 2026.
Roxbury Financial bought 2,331 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2026, an estimated $124K.
Fidelity MSCI Consumer Staples Index ETF made up 2.31% of Roxbury Financial's portfolio in Q3 2026, its #9 holding.
Roxbury Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2024 and has held it in 8 quarters since.
71 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.