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

Summit 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	$219K	Sell	4,159 -276	-6%	-$14.6K	﹤0.01%	1487
2026 Q1	$232K	Sell	4,435 -878	-17%	-$46.9K	﹤0.01%	1294
2025 Q4	$261K	Buy	5,313 +351	+7%	+$17.4K	﹤0.01%	1134
2025 Q3	$247K	Sell	4,962 -347	-7%	-$17.7K	﹤0.01%	1132
2025 Q2	$272K	Sell	5,309 -1,200	-18%	-$61.4K	0.01%	713
2025 Q1	$333K	Buy	6,509 +10	+0.2%	+$505	0.01%	591
2024 Q4	$321K	Buy	6,499 +30	+0.5%	+$1.52K	0.01%	523
2024 Q3	$330K	Buy	+6,469	New	+$320K	0.01%	443

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

Summit Financial's FSTA Position: Q2 2026 in Review

Summit Financial reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 6.2% in Q2 2026, selling an estimated $14.6K and leaving 4,159 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Summit Financial first reported a position in FSTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $333K in Q1 2025. 212 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Summit Financial held 4,159 shares of Fidelity MSCI Consumer Staples Index ETF worth $219K as of Q2 2026.
Summit Financial sold 276 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $14.6K.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1487 holding.
Summit Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2024 and has held it in 8 quarters since.
Summit Financial's Fidelity MSCI Consumer Staples Index ETF position peaked at $333K in Q1 2025.
212 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.