TrueWealth Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

TrueWealth Advisors’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	$421K	Hold	8,021	–	–	0.1%	159
2026 Q1	$420K	Hold	8,021	–	–	0.11%	156
2025 Q4	$395K	Sell	8,021 -5	-0.1%	-$248	0.1%	164
2025 Q3	$400K	Sell	8,026 -1,000	-11%	-$51.1K	0.11%	152
2025 Q2	$462K	Hold	9,026	–	–	0.14%	132
2025 Q1	$461K	Sell	9,026 -48	-0.5%	-$2.42K	0.15%	116
2024 Q4	$449K	Hold	9,074	–	–	0.15%	128
2024 Q3	$463K	Sell	9,074 -43	-0.5%	-$2.13K	0.15%	116
2024 Q2	$432K	Sell	9,117 -1,246	-12%	-$59K	0.16%	107
2024 Q1	$493K	Sell	10,363 -646	-6%	-$29.6K	0.19%	94
2023 Q4	$491K	Sell	11,009 -5,822	-35%	-$249K	0.19%	88
2023 Q3	$717K	Sell	16,831 -4,538	-21%	-$204K	0.3%	66
2023 Q2	$971K	Sell	21,369 -44,497	-68%	-$2.03M	0.4%	47
2023 Q1	$2.97M	Sell	65,866 -21,934	-25%	-$971K	1.25%	19
2022 Q4	$3.93M	Buy	87,800 +5,846	+7%	+$257K	1.72%	14
2022 Q3	$3.29M	Buy	81,954 +5,308	+7%	+$234K	1.56%	15
2022 Q2	$3.32M	Buy	76,646 +50,265	+191%	+$2.27M	1.54%	18
2022 Q1	$1.23M	Hold	26,381	–	–	0.55%	41
2021 Q4	$1.23M	Sell	26,381 -739	-3%	-$32.5K	0.55%	41
2021 Q3	$1.14M	Sell	27,120 -13,587	-33%	-$587K	0.64%	37
2021 Q2	$1.73M	Buy	40,707 +5,895	+17%	+$252K	1.01%	23
2021 Q1	$1.48M	Buy	34,812 +10,515	+43%	+$421K	0.96%	25
2020 Q4	$974K	Buy	+24,297	New	+$962K	0.84%	35

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

TrueWealth Advisors's FSTA Position: Q2 2026 in Review

TrueWealth Advisors held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q2 2026 at 8,021 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #159.

TrueWealth Advisors first reported a position in FSTA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.93M in Q4 2022. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

TrueWealth Advisors held 8,021 shares of Fidelity MSCI Consumer Staples Index ETF worth $421K as of Q2 2026.
TrueWealth Advisors left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up 0.1% of TrueWealth Advisors's portfolio in Q2 2026, its #159 holding.
TrueWealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and has held it in 23 quarters since.
TrueWealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $3.93M in Q4 2022.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.