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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Buska Wealth Management's FHLC Position: Q2 2026 in Review

Buska Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 9.9% in Q2 2026, selling an estimated $34.1K and leaving 4,314 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #58.

Buska Wealth Management first reported a position in FHLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.59M in Q1 2024. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Buska Wealth Management held 4,314 shares of Fidelity MSCI Health Care Index ETF worth $333K as of Q2 2026.
Buska Wealth Management sold 475 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $34.1K.
Fidelity MSCI Health Care Index ETF made up 0.12% of Buska Wealth Management's portfolio in Q2 2026, its #58 holding.
Buska Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and has held it in 10 quarters since.
Buska Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $2.59M in Q1 2024.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.