CIBC Private Wealth Group
FHLC icon

CIBC Private Wealth Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$65.3K Sell
879
-2
-0.2% -$144 ﹤0.01% 1678
2025
Q3 		$58.9K Sell
881
-237
-21% -$15.3K ﹤0.01% 1718
2025
Q2 		$71.5K Sell
1,118
-914
-45% -$58.2K ﹤0.01% 1530
2025
Q1 		$126K Buy
2,032
+1
+0% +$69 ﹤0.01% 1264
2024
Q4 		$136K Buy
2,031
+499
+33% +$34.7K ﹤0.01% 1313
2024
Q3 		$112K Buy
1,532
+1
+0.1% +$72 ﹤0.01% 1428
2024
Q2 		$104K Hold
1,531
– – ﹤0.01% 1384
2024
Q1 		$106K Buy
+1,531
New +$104K ﹤0.01% 1377
2018
Q3 		– Sell
-105
Closed -$4K – 1210
2018
Q2 		$4K Hold
105
– – ﹤0.01% 1762
2018
Q1 		$4K Hold
105
– – ﹤0.01% 1697
2017
Q4 		$4K Buy
+105
New +$4.18K ﹤0.01% 1721

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return