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 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

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

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

CIBC Private Wealth Group's FHLC Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.23% in Q4 2025, selling an estimated $144 and leaving 879 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

CIBC Private Wealth Group first reported a position in FHLC in Q4 2017 and has held it in 11 quarters since. The position peaked at $136K in Q4 2024. 357 funds tracked by Wall St. Rank hold FHLC as of Q4 2025.

CIBC Private Wealth Group held 879 shares of Fidelity MSCI Health Care Index ETF worth $65.3K as of Q4 2025.
CIBC Private Wealth Group sold 2 Fidelity MSCI Health Care Index ETF shares in Q4 2025, an estimated $144.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1678 holding.
CIBC Private Wealth Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Fidelity MSCI Health Care Index ETF position peaked at $136K in Q4 2024.
357 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.