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

Avondale 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
2025 Q2	–	Sell	-1,833	Closed	-$125K	–	116
2025 Q1	$125K	Buy	+1,833	New	+$126K	0.08%	57

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 $861M AUM 14.77% 1-Year Est. Return

Avondale Wealth Management's FHLC Position: Q2 2025 in Review

Avondale Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 1,833 shares — an estimated $125K sold.

Avondale Wealth Management first reported a position in FHLC in Q1 2025 and held it in 1 quarter. The position peaked at $125K in Q1 2025. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Avondale Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
Avondale Wealth Management sold 1,833 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $125K.
Avondale Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and held it in 1 quarter.
Avondale Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $125K in Q1 2025.
337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Avondale Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.