Carolinas Wealth Consulting’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-2,427	Closed	-$166K	–	322
2025 Q1	$166K	Buy	2,427 +5	+0.2%	+$343	0.04%	191
2024 Q4	$158K	Buy	2,422 +7	+0.3%	+$486	0.03%	203
2024 Q3	$176K	Buy	2,415 +6	+0.2%	+$429	0.03%	193
2024 Q2	$165K	Buy	2,409 +7	+0.3%	+$473	0.03%	194
2024 Q1	$168K	Buy	2,402 +6	+0.3%	+$406	0.03%	194
2023 Q4	$155K	Buy	2,396 +6	+0.3%	+$366	0.03%	184
2023 Q3	$139K	Buy	2,390 +6	+0.3%	+$377	0.03%	185
2023 Q2	$151K	Buy	2,384 +6	+0.3%	+$376	0.03%	205
2023 Q1	$146K	Buy	2,378 +6	+0.3%	+$372	0.03%	212
2022 Q4	$152K	Sell	2,372 -1,112	-32%	-$69.5K	0.03%	202
2022 Q3	$201K	Buy	3,484 +10	+0.3%	+$615	0.05%	155
2022 Q2	$211K	Buy	3,474 +10	+0.3%	+$621	0.05%	153
2022 Q1	$227K	Buy	+3,464	New	+$221K	0.05%	156

Other funds holding FHLC

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WAM

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

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Carolinas Wealth Consulting's FHLC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 2,427 shares — an estimated $166K sold.

Carolinas Wealth Consulting first reported a position in FHLC in Q1 2022 and held it in 13 quarters. The position peaked at $227K in Q1 2022. 335 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,427 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $166K.
Carolinas Wealth Consulting first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and held it in 13 quarters.
Carolinas Wealth Consulting's Fidelity MSCI Health Care Index ETF position peaked at $227K in Q1 2022.
335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.