Yoder Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Yoder Wealth Management’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	$2.51M	Buy	47,769 +611	+1%	+$32.4K	0.98%	33
2026 Q1	$2.47M	Buy	47,158 +2,522	+6%	+$135K	1.13%	29
2025 Q4	$2.2M	Buy	44,636 +8,281	+23%	+$411K	1%	32
2025 Q3	$1.81M	Buy	36,355 +2,288	+7%	+$117K	0.86%	39
2025 Q2	$1.74M	Buy	34,067 +1,102	+3%	+$56.4K	0.91%	36
2025 Q1	$1.69M	Buy	32,965 +2,175	+7%	+$110K	0.95%	35
2024 Q4	$1.52M	Buy	30,790 +3,322	+12%	+$168K	0.84%	38
2024 Q3	$1.4M	Buy	27,468 +2,145	+8%	+$106K	0.84%	33
2024 Q2	$1.2M	Buy	25,323 +1,453	+6%	+$68.8K	0.78%	35
2024 Q1	$1.14M	Buy	23,870 +1,944	+9%	+$89.1K	0.74%	36
2023 Q4	$979K	Buy	21,926 +1,681	+8%	+$72K	0.69%	36
2023 Q3	$862K	Buy	20,245 +901	+5%	+$40.6K	0.71%	33
2023 Q2	$879K	Buy	19,344 +2,135	+12%	+$97.2K	0.69%	33
2023 Q1	$777K	Buy	+17,209	New	+$762K	0.65%	36

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

Yoder Wealth Management's FSTA Position: Q2 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 1.3% in Q2 2026, buying an estimated $32.4K and bringing the position to 47,769 shares worth $2.51M. The position accounts for 0.98% of the portfolio, ranked #33.

Yoder Wealth Management first reported a position in FSTA in Q1 2023 and has held it in 14 quarters since. 213 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Yoder Wealth Management held 47,769 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.51M as of Q2 2026.
Yoder Wealth Management bought 611 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $32.4K.
Fidelity MSCI Consumer Staples Index ETF made up 0.98% of Yoder Wealth Management's portfolio in Q2 2026, its #33 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and has held it in 14 quarters since.
213 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.