SageView Advisory Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

SageView Advisory Group’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
2025 Q4	$262K	Buy	+5,328	New	+$264K	0.01%	517

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

SageView Advisory Group's FSTA Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2025: 5,328 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings.

212 funds tracked by Wall St. Rank hold FSTA as of Q4 2025.

SageView Advisory Group held 5,328 shares of Fidelity MSCI Consumer Staples Index ETF worth $262K as of Q4 2025.
Fidelity MSCI Consumer Staples Index ETF was a new SageView Advisory Group position in Q4 2025.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #517 holding.
212 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.