Commonwealth Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Commonwealth Financial Services’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 Q2	$244K	Hold	3,156	–	–	0.03%	253
2026 Q1	$222K	Hold	3,156	–	–	0.04%	242
2025 Q4	$234K	Hold	3,156	–	–	0.04%	201
2025 Q3	$211K	Hold	3,156	–	–	0.04%	211
2025 Q2	$202K	Hold	3,156	–	–	0.04%	204
2025 Q1	$216K	Hold	3,156	–	–	0.04%	184
2024 Q4	$206K	Hold	3,156	–	–	0.04%	186
2024 Q3	$228K	Sell	3,156 -101	-3%	-$7.23K	0.05%	179
2024 Q2	$222K	Hold	3,257	–	–	0.05%	178
2024 Q1	$211K	Hold	3,257	–	–	0.05%	172
2023 Q4	$211K	Buy	+3,257	New	+$199K	0.05%	172

Other funds holding FHLC

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Commonwealth Financial Services's FHLC Position: Q2 2026 in Review

Commonwealth Financial Services held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 3,156 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #253.

Commonwealth Financial Services first reported a position in FHLC in Q4 2023 and has held it in 11 quarters since. 68 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Commonwealth Financial Services held 3,156 shares of Fidelity MSCI Health Care Index ETF worth $244K as of Q2 2026.
Commonwealth Financial Services left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #253 holding.
Commonwealth Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 11 quarters since.
68 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.