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

Birchcreek 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 Q1	$978K	Sell	13,901 -467	-3%	-$34.5K	0.47%	41
2025 Q4	$1.07M	Sell	14,368 -6,746	-32%	-$486K	0.52%	33
2025 Q3	$1.41M	Buy	21,114 +2,063	+11%	+$133K	0.73%	28
2025 Q2	$1.22M	Buy	19,051 +3,969	+26%	+$253K	0.69%	30
2025 Q1	$1.03M	Sell	15,082 -1,473	-9%	-$101K	0.65%	31
2024 Q4	$1.08M	Sell	16,555 -2,378	-13%	-$165K	0.68%	31
2024 Q3	$1.38M	Buy	18,933 +482	+3%	+$34.5K	0.9%	23
2024 Q2	$1.27M	Sell	18,451 -2,317	-11%	-$157K	0.71%	31
2024 Q1	$1.45M	Sell	20,768 -2,654	-11%	-$180K	0.76%	30
2023 Q4	$1.52M	Sell	23,422 -1,753	-7%	-$107K	0.91%	27
2023 Q3	$1.53M	Sell	25,175 -13,796	-35%	-$867K	1.03%	23
2023 Q2	$2.46M	Sell	38,971 -2,776	-7%	-$174K	1.72%	15
2023 Q1	$2.57M	Sell	41,747 -3,339	-7%	-$207K	2.03%	14
2022 Q4	$2.88M	Sell	45,086 -542	-1%	-$33.9K	2.57%	8
2022 Q3	$2.63M	Sell	45,628 -6,386	-12%	-$393K	2.44%	10
2022 Q2	$3.16M	Buy	52,014 +11,625	+29%	+$722K	2.83%	7
2022 Q1	$2.65M	Buy	40,389 +6,294	+18%	+$401K	2.35%	11
2021 Q4	$2.34M	Buy	34,095 +1,412	+4%	+$92.8K	2.04%	13
2021 Q3	$2.09M	Sell	32,683 -2,431	-7%	-$161K	1.95%	14
2021 Q2	$2.24M	Sell	35,114 -1,915	-5%	-$118K	2.16%	11
2021 Q1	$2.18M	Buy	37,029 +19,392	+110%	+$1.15M	2.31%	11
2020 Q4	$1.02M	Buy	+17,637	New	+$973K	1%	28

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Birchcreek Wealth Management's FHLC Position: Q1 2026 in Review

Birchcreek Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.3% in Q1 2026, selling an estimated $34.5K and leaving 13,901 shares worth $978K. The position accounts for 0.47% of the portfolio, ranked #41.

Birchcreek Wealth Management first reported a position in FHLC in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.16M in Q2 2022. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Birchcreek Wealth Management held 13,901 shares of Fidelity MSCI Health Care Index ETF worth $978K as of Q1 2026.
Birchcreek Wealth Management sold 467 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $34.5K.
Fidelity MSCI Health Care Index ETF made up 0.47% of Birchcreek Wealth Management's portfolio in Q1 2026, its #41 holding.
Birchcreek Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 22 quarters since.
Birchcreek Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $3.16M in Q2 2022.
359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.