Center for Financial Planning’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Center for Financial Planning’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	$23.2K	Hold	300	–	–	﹤0.01%	410
2026 Q1	$21.1K	Hold	300	–	–	﹤0.01%	408
2025 Q4	$22.3K	Hold	300	–	–	﹤0.01%	401
2025 Q3	$20.1K	Hold	300	–	–	﹤0.01%	415
2025 Q2	$19.2K	Hold	300	–	–	﹤0.01%	398
2025 Q1	$20.5K	Sell	300 -622	-67%	-$42.7K	﹤0.01%	390
2024 Q4	$60.3K	Buy	922 +622	+207%	+$43.2K	0.01%	245
2024 Q3	$21.8K	Hold	300	–	–	﹤0.01%	330
2024 Q2	$20.6K	Hold	300	–	–	﹤0.01%	322
2024 Q1	$20.9K	Buy	+300	New	+$20.3K	﹤0.01%	321

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 22.9% 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

Center for Financial Planning's FHLC Position: Q2 2026 in Review

Center for Financial Planning held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 300 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Center for Financial Planning first reported a position in FHLC in Q1 2024 and has held it in 10 quarters since. The position peaked at $60.3K in Q4 2024. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Center for Financial Planning held 300 shares of Fidelity MSCI Health Care Index ETF worth $23.2K as of Q2 2026.
Center for Financial Planning left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #410 holding.
Center for Financial Planning first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and has held it in 10 quarters since.
Center for Financial Planning's Fidelity MSCI Health Care Index ETF position peaked at $60.3K in Q4 2024.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.