Whittier Trust’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Whittier Trust’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 Q1	–	Sell	-1,409	Closed	-$69.2K	–	1377
2025 Q4	$69.2K	Hold	1,409	–	–	﹤0.01%	804
2025 Q3	$69.9K	Sell	1,409 -476	-25%	-$24.3K	﹤0.01%	780
2025 Q2	$96.4K	Hold	1,885	–	–	﹤0.01%	805
2025 Q1	$96.4K	Hold	1,885	–	–	﹤0.01%	793
2024 Q4	$93.2K	Hold	1,885	–	–	﹤0.01%	813
2024 Q3	$96.2K	Hold	1,885	–	–	﹤0.01%	804
2024 Q2	$89.3K	Hold	1,885	–	–	﹤0.01%	800
2024 Q1	$89.7K	Hold	1,885	–	–	﹤0.01%	809
2023 Q4	$84.1K	Hold	1,885	–	–	﹤0.01%	813
2023 Q3	$80.2K	Hold	1,885	–	–	﹤0.01%	818
2023 Q2	$85.6K	Hold	1,885	–	–	﹤0.01%	813
2023 Q1	$85.1K	Hold	1,885	–	–	﹤0.01%	852
2022 Q4	$84.5K	Hold	1,885	–	–	﹤0.01%	852
2022 Q3	$76K	Hold	1,885	–	–	﹤0.01%	878
2022 Q2	$82K	Sell	1,885 -50	-3%	-$2.26K	﹤0.01%	840
2022 Q1	$89K	Hold	1,935	–	–	﹤0.01%	848
2021 Q4	$90K	Hold	1,935	–	–	﹤0.01%	848
2021 Q3	$81K	Hold	1,935	–	–	﹤0.01%	823
2021 Q2	$82K	Hold	1,935	–	–	﹤0.01%	837
2021 Q1	$80K	Buy	+1,935	New	+$77.6K	﹤0.01%	823

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Whittier Trust's FSTA Position: Q1 2026 in Review

Whittier Trust sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2026, closing a stake of 1,409 shares — an estimated $69.2K sold.

Whittier Trust first reported a position in FSTA in Q1 2021 and held it in 20 quarters. The position peaked at $96.4K in Q2 2025. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Whittier Trust reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2026 after selling out during the quarter.
Whittier Trust sold 1,409 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $69.2K.
Whittier Trust first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2021 and held it in 20 quarters.
Whittier Trust's Fidelity MSCI Consumer Staples Index ETF position peaked at $96.4K in Q2 2025.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.