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 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

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

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return