Clal Insurance’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Clal Insurance’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
2024 Q4	–	Sell	-325,000	Closed	-$23.7M	–	196
2024 Q3	$23.7M	Hold	325,000	–	–	0.21%	61
2024 Q2	$22.3M	Sell	325,000 -694,000	-68%	-$46.9M	0.23%	61
2024 Q1	$71.1M	Hold	1,019,000	–	–	0.8%	33
2023 Q4	$65.9M	Hold	1,019,000	–	–	0.86%	32
2023 Q3	$61.7M	Hold	1,019,000	–	–	0.86%	27
2023 Q2	$64.3M	Hold	1,019,000	–	–	0.77%	32
2023 Q1	$62.6M	Hold	1,019,000	–	–	0.94%	32
2022 Q4	$65.2M	Hold	1,019,000	–	–	0.98%	34
2022 Q3	$58.7M	Hold	1,019,000	–	–	0.81%	40
2022 Q2	$61.8M	Sell	1,019,000 -71,000	-7%	-$4.41M	0.82%	40
2022 Q1	$71.6M	Hold	1,090,000	–	–	0.76%	41
2021 Q4	$74.8M	Hold	1,090,000	–	–	0.81%	38
2021 Q3	$69.6M	Hold	1,090,000	–	–	0.79%	45
2021 Q2	$69.5M	Hold	1,090,000	–	–	0.79%	45
2021 Q1	$64.3M	Hold	1,090,000	–	–	0.74%	51
2020 Q4	$58.9M	Buy	+1,090,000	New	+$60.1M	0.8%	52

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

MSWM

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

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Clal Insurance's FHLC Position: Q4 2024 in Review

Clal Insurance sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2024, closing a stake of 325,000 shares — an estimated $23.7M sold.

Clal Insurance first reported a position in FHLC in Q4 2020 and held it in 16 quarters. The position peaked at $74.8M in Q4 2021. 334 funds tracked by Wall St. Rank hold FHLC as of Q4 2024.

Clal Insurance reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2024 after selling out during the quarter.
Clal Insurance sold 325,000 Fidelity MSCI Health Care Index ETF shares in Q4 2024, an estimated $23.7M.
Clal Insurance first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and held it in 16 quarters.
Clal Insurance's Fidelity MSCI Health Care Index ETF position peaked at $74.8M in Q4 2021.
334 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2024.

Based on Clal Insurance's 13F filing for Q4 2024, filed 6 Feb 2025.