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FSTA icon

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

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
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
WFS
Walker Financial Services Bowling Green, Kentucky $323M AUM 8.03% 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. 33 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.
  • 33 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.