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

Bullock 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
Q3 		– Sell
-18
Closed -$1.15K – 633
2025
Q2 		$1.15K Hold
18
– – ﹤0.01% 538
2025
Q1 		$1.18K Hold
18
– – ﹤0.01% 525
2024
Q4 		$1.15K Sell
18
-62
-78% -$4.31K ﹤0.01% 545
2024
Q3 		$5.82K Hold
80
– – ﹤0.01% 426
2024
Q2 		$5.47K Hold
80
– – ﹤0.01% 402
2024
Q1 		$5.52K Buy
+80
New +$5.42K ﹤0.01% 409

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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 $852M AUM 22.53% 1-Year Est. Return

Bullock Wealth Management's FHLC Position: Q3 2025 in Review

Bullock Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2025, closing a stake of 18 shares — an estimated $1.15K sold.

Bullock Wealth Management first reported a position in FHLC in Q1 2024 and held it in 6 quarters. The position peaked at $5.82K in Q3 2024. 335 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

  • Bullock Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 18 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $1.15K.
  • Bullock Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and held it in 6 quarters.
  • Bullock Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $5.82K in Q3 2024.
  • 335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.