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 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 $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $3.13B AUM 22.88% 1-Year Est. Return

Yoder Wealth Management's FSTA Position: Q1 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 5.7% in Q1 2026, buying an estimated $135K and bringing the position to 47,158 shares worth $2.47M. The position accounts for 1.13% of the portfolio, ranked #29.

Yoder Wealth Management first reported a position in FSTA in Q1 2023 and has held it in 13 quarters since. 206 funds tracked by Wall St. Rank hold FSTA as of Q1 2026.

Yoder Wealth Management held 47,158 shares of Fidelity MSCI Consumer Staples Index ETF worth $2.47M as of Q1 2026.
Yoder Wealth Management bought 2,522 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2026, an estimated $135K.
Fidelity MSCI Consumer Staples Index ETF made up 1.13% of Yoder Wealth Management's portfolio in Q1 2026, its #29 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and has held it in 13 quarters since.
206 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.