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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
Q1 		$374K Hold
5,314
– – 0.08% 112
2025
Q4 		$395K Buy
+5,314
New +$383K 0.08% 111

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cherry Tree Wealth Management's FHLC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q1 2026 at 5,314 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #112.

Cherry Tree Wealth Management first reported a position in FHLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $395K in Q4 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • Cherry Tree Wealth Management held 5,314 shares of Fidelity MSCI Health Care Index ETF worth $374K as of Q1 2026.
  • Cherry Tree Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Health Care Index ETF made up 0.08% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Cherry Tree Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Cherry Tree Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $395K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.