Cherry Tree Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Cherry Tree Wealth Management’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 Q3	$203K	Hold	2,484	–	–	0.04%	163
2026 Q2	$192K	Sell	2,484 -2,830	-53%	-$203K	0.04%	170
2026 Q1	$374K	Hold	5,314	–	–	0.08%	112
2025 Q4	$395K	Buy	+5,314	New	+$383K	0.08%	111

Other funds holding FHLC

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Cherry Tree Wealth Management's FHLC Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 2,484 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #163.

Cherry Tree Wealth Management first reported a position in FHLC in Q4 2025 and has held it in 4 quarters since. The position peaked at $395K in Q4 2025. 115 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Cherry Tree Wealth Management held 2,484 shares of Fidelity MSCI Health Care Index ETF worth $203K as of Q3 2026.
Cherry Tree Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Health Care Index ETF made up 0.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #163 holding.
Cherry Tree Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and has held it in 4 quarters since.
Cherry Tree Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $395K in Q4 2025.
115 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.