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 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 $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return