Artemis Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Artemis Wealth Advisors’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 Q2	$306K	Buy	3,960 +13	+0.3%	+$934	0.04%	52
2026 Q1	$278K	Buy	3,947 +11	+0.3%	+$812	0.04%	43
2025 Q4	$292K	Buy	3,936 +13	+0.3%	+$936	0.04%	37
2025 Q3	$262K	Buy	3,923 +13	+0.3%	+$840	0.03%	34
2025 Q2	$250K	Buy	3,910 +14	+0.4%	+$892	0.03%	30
2025 Q1	$266K	Buy	3,896 +14	+0.4%	+$961	0.06%	20
2024 Q4	$254K	Buy	3,882 +16	+0.4%	+$1.11K	0.05%	33
2024 Q3	$281K	Buy	3,866 +13	+0.3%	+$930	0.03%	28
2024 Q2	$264K	Buy	3,853 +13	+0.3%	+$878	0.02%	29
2024 Q1	$268K	Buy	3,840 +14	+0.4%	+$948	0.03%	29
2023 Q4	$248K	Buy	3,826 +13	+0.3%	+$794	0.05%	23
2023 Q3	$231K	Hold	3,813	–	–	0.04%	27
2023 Q2	$241K	Hold	3,813	–	–	0.04%	28
2023 Q1	$234K	Sell	3,813 -32	-0.8%	-$1.99K	0.06%	22
2022 Q4	$246K	Sell	3,845 -1,304	-25%	-$81.5K	0.07%	24
2022 Q3	$297K	Hold	5,149	–	–	0.08%	22
2022 Q2	$312K	Buy	+5,149	New	+$320K	0.09%	25

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

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

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

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

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

WAM

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

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

Artemis Wealth Advisors's FHLC Position: Q2 2026 in Review

Artemis Wealth Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.33% in Q2 2026, buying an estimated $934 and bringing the position to 3,960 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #52.

Artemis Wealth Advisors first reported a position in FHLC in Q2 2022 and has held it in 17 quarters since. The position peaked at $312K in Q2 2022. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Artemis Wealth Advisors held 3,960 shares of Fidelity MSCI Health Care Index ETF worth $306K as of Q2 2026.
Artemis Wealth Advisors bought 13 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $934.
Fidelity MSCI Health Care Index ETF made up 0.04% of Artemis Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Artemis Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2022 and has held it in 17 quarters since.
Artemis Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $312K in Q2 2022.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Artemis Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.