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

Waverly 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
2025
Q4 		– Sell
-53,463
Closed -$2.66M – 1495
2025
Q3 		$2.66M Sell
53,463
-4,573
-8% -$234K 0.03% 454
2025
Q2 		$2.97M Buy
+58,036
New +$2.97M 0.03% 403

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Waverly Advisors's FSTA Position: Q4 2025 in Review

Waverly Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2025, closing a stake of 53,463 shares — an estimated $2.66M sold.

Waverly Advisors first reported a position in FSTA in Q2 2025 and held it in 2 quarters. The position peaked at $2.97M in Q2 2025. 212 funds tracked by Wall St. Rank hold FSTA as of Q4 2025.

  • Waverly Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 53,463 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2025, an estimated $2.66M.
  • Waverly Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2025 and held it in 2 quarters.
  • Waverly Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $2.97M in Q2 2025.
  • 212 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.