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

Valued Wealth 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	–	Sell	-93	Closed	-$4.87K	–	922
2026 Q1	$4.87K	Hold	93	–	–	﹤0.01%	411
2025 Q4	$4.58K	Hold	93	–	–	﹤0.01%	320
2025 Q3	$4.64K	Hold	93	–	–	﹤0.01%	296
2025 Q2	$4.76K	Hold	93	–	–	﹤0.01%	289
2025 Q1	$4.76K	Buy	+93	New	+$4.7K	﹤0.01%	315

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

Valued Wealth Advisors's FSTA Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026, closing a stake of 93 shares — an estimated $4.87K sold.

Valued Wealth Advisors first reported a position in FSTA in Q1 2025 and held it in 5 quarters. The position peaked at $4.87K in Q1 2026. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Valued Wealth Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2026 after selling out during the quarter.
Valued Wealth Advisors sold 93 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $4.87K.
Valued Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2025 and held it in 5 quarters.
Valued Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $4.87K in Q1 2026.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.