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CDM Financial Counseling Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

CDM Financial Counseling Services’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 		$457K Sell
5,918
-975
-14% -$70K 0.39% 57
2026
Q1 		$485K Sell
6,893
-99
-1% -$7.3K 0.46% 51
2025
Q4 		$519K Buy
+6,992
New +$503K 0.49% 50

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CDM Financial Counseling Services's FHLC Position: Q2 2026 in Review

CDM Financial Counseling Services reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 14% in Q2 2026, selling an estimated $70K and leaving 5,918 shares worth $457K. The position accounts for 0.39% of the portfolio, ranked #57.

CDM Financial Counseling Services first reported a position in FHLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $519K in Q4 2025. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • CDM Financial Counseling Services held 5,918 shares of Fidelity MSCI Health Care Index ETF worth $457K as of Q2 2026.
  • CDM Financial Counseling Services sold 975 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $70K.
  • Fidelity MSCI Health Care Index ETF made up 0.39% of CDM Financial Counseling Services's portfolio in Q2 2026, its #57 holding.
  • CDM Financial Counseling Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and has held it in 3 quarters since.
  • CDM Financial Counseling Services's Fidelity MSCI Health Care Index ETF position peaked at $519K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on CDM Financial Counseling Services's 13F filing for Q2 2026, filed 14 Jul 2026.