Arcadia Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Arcadia Investment Management’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
2026 Q1	–	Sell	-20	Closed	-$1.49K	–	375
2025 Q4	$1.49K	Hold	20	–	–	﹤0.01%	247
2025 Q3	$1.34K	Hold	20	–	–	﹤0.01%	246
2025 Q2	$1.28K	Hold	20	–	–	﹤0.01%	243
2025 Q1	$1.37K	Hold	20	–	–	﹤0.01%	260
2024 Q4	$1.31K	Hold	20	–	–	﹤0.01%	296
2024 Q3	$1.46K	Hold	20	–	–	﹤0.01%	246
2024 Q2	$1.37K	Hold	20	–	–	﹤0.01%	298
2024 Q1	$1.4K	Hold	20	–	–	﹤0.01%	304
2023 Q4	$1.29K	Hold	20	–	–	﹤0.01%	305
2023 Q3	$1.21K	Hold	20	–	–	﹤0.01%	312
2023 Q2	$1.26K	Hold	20	–	–	﹤0.01%	329
2023 Q1	$1.23K	Buy	+20	New	+$1.24K	﹤0.01%	341

Other funds holding FHLC

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAM

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

KAS

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

Arcadia Investment Management's FHLC Position: Q1 2026 in Review

Arcadia Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 20 shares — an estimated $1.49K sold.

Arcadia Investment Management first reported a position in FHLC in Q1 2023 and held it in 12 quarters. The position peaked at $1.49K in Q4 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Arcadia Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
Arcadia Investment Management sold 20 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $1.49K.
Arcadia Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and held it in 12 quarters.
Arcadia Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $1.49K in Q4 2025.
361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

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