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

Buska 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 Q3	$293K	Sell	3,584 -730	-17%	-$59.1K	0.1%	62
2026 Q2	$333K	Sell	4,314 -475	-10%	-$34.1K	0.12%	58
2026 Q1	$337K	Sell	4,789 -4,441	-48%	-$328K	0.14%	55
2025 Q4	$686K	Sell	9,230 -3,811	-29%	-$274K	0.25%	35
2025 Q3	$872K	Sell	13,041 -2,371	-15%	-$153K	0.26%	31
2025 Q2	$986K	Sell	15,412 -2,064	-12%	-$131K	0.27%	27
2025 Q1	$1.19M	Sell	17,476 -1,144	-6%	-$78.5K	0.37%	28
2024 Q4	$1.22M	Sell	18,620 -3,813	-17%	-$265K	0.39%	27
2024 Q3	$1.63M	Sell	22,433 -6,078	-21%	-$435K	0.57%	23
2024 Q2	$1.96M	Sell	28,511 -8,604	-23%	-$581K	0.78%	21
2024 Q1	$2.59M	Buy	+37,115	New	+$2.51M	1.14%	19

Other funds holding FHLC

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Buska Wealth Management's FHLC Position: Q3 2026 in Review

Buska Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 17% in Q3 2026, selling an estimated $59.1K and leaving 3,584 shares worth $293K. The position accounts for 0.1% of the portfolio, ranked #62.

Buska Wealth Management first reported a position in FHLC in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.59M in Q1 2024. 32 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Buska Wealth Management held 3,584 shares of Fidelity MSCI Health Care Index ETF worth $293K as of Q3 2026.
Buska Wealth Management sold 730 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $59.1K.
Fidelity MSCI Health Care Index ETF made up 0.1% of Buska Wealth Management's portfolio in Q3 2026, its #62 holding.
Buska Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and has held it in 11 quarters since.
Buska Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $2.59M in Q1 2024.
32 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.