Sweeney & Michel’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Sweeney & Michel’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	$859K	Sell	16,890 -1,422	-8%	-$75.7K	0.23%	69
2026 Q2	$986K	Buy	18,312 +78	+0.4%	+$4.14K	0.26%	61
2026 Q1	$953K	Buy	18,234 +76	+0.4%	+$4.06K	0.28%	60
2025 Q4	$1.01M	Buy	18,158 +83	+0.5%	+$4.12K	0.3%	58
2025 Q3	$898K	Buy	18,075 +75	+0.4%	+$3.83K	0.3%	57
2025 Q2	$918K	Buy	18,000 +78	+0.4%	+$3.99K	0.33%	54
2025 Q1	$859K	Buy	+17,922	New	+$905K	0.38%	47
2024 Q3	$903K	Buy	17,774 +570	+3%	+$28.2K	0.36%	52
2024 Q2	$817K	Buy	17,204 +1,575	+10%	+$74.6K	0.35%	50
2024 Q1	$752K	Buy	+15,629	New	+$716K	0.33%	55
2023 Q3	$657K	Buy	15,472 +2,554	+20%	+$115K	0.34%	52
2023 Q2	$593K	Buy	12,918 +50	+0.4%	+$2.28K	0.31%	53
2023 Q1	$574K	Buy	+12,868	New	+$570K	0.31%	54

Other funds holding FSTA

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

CFGSD

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

Financial Perspectives Minneapolis, Minnesota $431M AUM 20.51% 1-Year Est. Return

Sweeney & Michel's FSTA Position: Q3 2026 in Review

Sweeney & Michel reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 7.8% in Q3 2026, selling an estimated $75.7K and leaving 16,890 shares worth $859K. The position accounts for 0.23% of the portfolio, ranked #69.

Sweeney & Michel first reported a position in FSTA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2025. 147 funds tracked by Wall St. Rank hold FSTA as of Q3 2026.

Sweeney & Michel held 16,890 shares of Fidelity MSCI Consumer Staples Index ETF worth $859K as of Q3 2026.
Sweeney & Michel sold 1,422 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2026, an estimated $75.7K.
Fidelity MSCI Consumer Staples Index ETF made up 0.23% of Sweeney & Michel's portfolio in Q3 2026, its #69 holding.
Sweeney & Michel first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.01M in Q4 2025.
147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.