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

Birchbrook’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	$2.01K	Buy	+26	New	+$1.87K	﹤0.01%	267

Other funds holding FHLC

Commonwealth Equity Services

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

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Birchbrook's FHLC Position: Q2 2026 in Review

Birchbrook opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 26 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings.

166 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Birchbrook held 26 shares of Fidelity MSCI Health Care Index ETF worth $2.01K as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new Birchbrook position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #267 holding.
166 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.