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FHLC icon

Buttonwood Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Buttonwood Financial Advisors’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 		$15.5M Sell
200,861
-1,376
-0.7% -$98.8K 4.72% 4
2026
Q1 		$14.2M Sell
202,237
-8,817
-4% -$651K 4.76% 5
2025
Q4 		$15.7M Sell
211,054
-2,721
-1% -$196K 5.23% 4
2025
Q3 		$14.3M Buy
213,775
+24,045
+13% +$1.55M 4.92% 4
2025
Q2 		$12.1M Buy
189,730
+7,904
+4% +$503K 4.87% 4
2025
Q1 		$12.4M Buy
181,826
+3,162
+2% +$217K 5.46% 3
2024
Q4 		$11.7M Buy
178,664
+8,144
+5% +$566K 5.13% 3
2024
Q3 		$12.4M Buy
170,520
+244
+0.1% +$17.5K 5.41% 2
2024
Q2 		$11.7M Sell
170,276
-1,061
-0.6% -$71.7K 5.51% 3
2024
Q1 		$12M Buy
171,337
+25,510
+17% +$1.73M 5.62% 3
2023
Q4 		$9.43M Buy
145,827
+4,602
+3% +$281K 5.14% 3
2023
Q3 		$8.56M Buy
141,225
+7,458
+6% +$469K 5.42% 3
2023
Q2 		$8.44M Buy
133,767
+2,035
+2% +$128K 5.29% 4
2023
Q1 		$8.1M Sell
131,732
-577
-0.4% -$35.8K 6.28% 4
2022
Q4 		$8.47M Sell
132,309
-426
-0.3% -$26.6K 7.12% 2
2022
Q3 		$7.85M Buy
132,735
+527
+0.4% +$32.4K 7.08% 2
2022
Q2 		$8.02M Buy
132,208
+3,635
+3% +$226K 7.24% 2
2022
Q1 		$8.44M Buy
128,573
+3,817
+3% +$243K 7.62% 2
2021
Q4 		$8.57M Buy
+124,756
New +$8.2M 8.38% 2

Other funds holding FHLC

TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return