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Beacon Pointe Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Beacon Pointe 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 		$257K Buy
+3,323
New +$239K ﹤0.01% 1690
2022
Q2 		– Sell
-3,645
Closed -$239K – 1107
2022
Q1 		$239K Buy
+3,645
New +$232K ﹤0.01% 1061

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beacon Pointe Advisors's FHLC Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 3,323 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1690 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in FHLC as recently as Q1 2022.

Beacon Pointe Advisors first reported a position in FHLC in Q1 2022 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Beacon Pointe Advisors held 3,323 shares of Fidelity MSCI Health Care Index ETF worth $257K as of Q2 2026.
  • Fidelity MSCI Health Care Index ETF was a new Beacon Pointe Advisors position in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1690 holding.
  • Beacon Pointe Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.