Almanack Investment Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Almanack Investment Partners’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,357	Closed	-$229K	–	212
2025 Q1	$229K	Sell	3,357 -340	-9%	-$23.3K	0.05%	142
2024 Q4	$242K	Sell	3,697 -1,000	-21%	-$69.5K	0.04%	157
2024 Q3	$342K	Sell	4,697 -50	-1%	-$3.58K	0.05%	138
2024 Q2	$326K	Hold	4,747	–	–	0.05%	135
2024 Q1	$331K	Buy	4,747 +750	+19%	+$50.8K	0.06%	136
2023 Q4	$259K	Buy	3,997 +150	+4%	+$9.16K	0.05%	138
2023 Q3	$233K	Sell	3,847 -150	-4%	-$9.43K	0.05%	142
2023 Q2	$252K	Sell	3,997 -150	-4%	-$9.41K	0.04%	146
2023 Q1	$255K	Sell	4,147 -698	-14%	-$43.3K	0.05%	141
2022 Q4	$310K	Hold	4,845	–	–	0.07%	124
2022 Q3	$279K	Sell	4,845 -12	-0.2%	-$738	0.05%	111
2022 Q2	$295K	Hold	4,857	–	–	0.03%	323
2022 Q1	$319K	Hold	4,857	–	–	0.03%	351
2021 Q4	$333K	Hold	4,857	–	–	0.03%	351
2021 Q3	$310K	Buy	+4,857	New	+$321K	0.03%	364

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Almanack Investment Partners's FHLC Position: Q2 2025 in Review

Almanack Investment Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 3,357 shares — an estimated $229K sold.

Almanack Investment Partners first reported a position in FHLC in Q3 2021 and held it in 15 quarters. The position peaked at $342K in Q3 2024. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Almanack Investment Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
Almanack Investment Partners sold 3,357 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $229K.
Almanack Investment Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and held it in 15 quarters.
Almanack Investment Partners's Fidelity MSCI Health Care Index ETF position peaked at $342K in Q3 2024.
337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Almanack Investment Partners's 13F filing for Q2 2025, filed 25 Jul 2025.