Avior Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Avior Wealth 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 Q2	$451K	Sell	5,840 -163	-3%	-$11.7K	0.01%	544
2026 Q1	$422K	Sell	6,003 -28	-0.5%	-$2.07K	0.01%	578
2025 Q4	$448K	Hold	6,031	–	–	0.01%	493
2025 Q3	$403K	Sell	6,031 -449	-7%	-$29K	0.01%	504
2025 Q2	$414K	Sell	6,480 -155	-2%	-$9.87K	0.01%	486
2025 Q1	$453K	Sell	6,635 -644	-9%	-$44.2K	0.02%	432
2024 Q4	$476K	Buy	7,279 +177	+2%	+$12.3K	0.02%	461
2024 Q3	$517K	Sell	7,102 -31	-0.4%	-$2.22K	0.02%	440
2024 Q2	$489K	Buy	7,133 +12	+0.2%	+$811	0.02%	438
2024 Q1	$497K	Sell	7,121 -601	-8%	-$40.7K	0.02%	453
2023 Q4	$500K	Hold	7,722	–	–	0.03%	350
2023 Q3	$468K	Sell	7,722 -320	-4%	-$20.1K	0.03%	345
2023 Q2	$508K	Hold	8,042	–	–	0.03%	332
2023 Q1	$494K	Hold	8,042	–	–	0.03%	348
2022 Q4	$515K	Hold	8,042	–	–	0.04%	296
2022 Q3	$463K	Buy	+8,042	New	+$495K	0.04%	289
2021 Q3	–	Sell	-26	Closed	-$1.72K	–	1094
2021 Q2	$1K	Buy	+26	New	+$1.6K	﹤0.01%	959

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 22.9% 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

Avior Wealth Management's FHLC Position: Q2 2026 in Review

Avior Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.7% in Q2 2026, selling an estimated $11.7K and leaving 5,840 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #544.

Avior Wealth Management first reported a position in FHLC in Q2 2021 and has held it in 17 quarters since. The position peaked at $517K in Q3 2024. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Avior Wealth Management held 5,840 shares of Fidelity MSCI Health Care Index ETF worth $451K as of Q2 2026.
Avior Wealth Management sold 163 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $11.7K.
Fidelity MSCI Health Care Index ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #544 holding.
Avior Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and has held it in 17 quarters since.
Avior Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $517K in Q3 2024.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.