BW
FHLC icon

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

BIP Wealth’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 		$214K Buy
+2,776
New +$199K 0.01% 534
2026
Q1 		– Sell
-2,733
Closed -$203K – 470
2025
Q4 		$203K Buy
+2,733
New +$197K 0.01% 434

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

BIP Wealth's FHLC Position: Q2 2026 in Review

BIP Wealth opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 2,776 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: BIP Wealth previously reported a position in FHLC as recently as Q4 2025.

BIP Wealth first reported a position in FHLC in Q4 2025 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • BIP Wealth held 2,776 shares of Fidelity MSCI Health Care Index ETF worth $214K as of Q2 2026.
  • Fidelity MSCI Health Care Index ETF was a new BIP Wealth position in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #534 holding.
  • BIP Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 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 BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.