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Sage Investment Advisers’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Sage Investment Advisers’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 		$344K Sell
6,556
-5,829
-47% -$309K 0.23% 73
2026
Q1 		$645K Buy
12,385
+3,280
+36% +$175K 0.48% 46
2025
Q4 		$448K Buy
+9,105
New +$452K 0.34% 58

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
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
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

Sage Investment Advisers's FSTA Position: Q2 2026 in Review

Sage Investment Advisers reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 47% in Q2 2026, selling an estimated $309K and leaving 6,556 shares worth $344K. The position accounts for 0.23% of the portfolio, ranked #73.

Sage Investment Advisers first reported a position in FSTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $645K in Q1 2026. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • Sage Investment Advisers held 6,556 shares of Fidelity MSCI Consumer Staples Index ETF worth $344K as of Q2 2026.
  • Sage Investment Advisers sold 5,829 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $309K.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.23% of Sage Investment Advisers's portfolio in Q2 2026, its #73 holding.
  • Sage Investment Advisers first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Sage Investment Advisers's Fidelity MSCI Consumer Staples Index ETF position peaked at $645K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.