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

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

Buttonwood Financial Advisors's FHLC Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.68% in Q2 2026, selling an estimated $98.8K and leaving 200,861 shares worth $15.5M. The position accounts for 4.72% of the portfolio, ranked #4.

Buttonwood Financial Advisors first reported a position in FHLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.7M in Q4 2025. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Buttonwood Financial Advisors held 200,861 shares of Fidelity MSCI Health Care Index ETF worth $15.5M as of Q2 2026.
Buttonwood Financial Advisors sold 1,376 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $98.8K.
Fidelity MSCI Health Care Index ETF made up 4.72% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #4 holding.
Buttonwood Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 19 quarters since.
Buttonwood Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $15.7M in Q4 2025.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.