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

Coordinated 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 Q1	$354K	Sell	5,027 -95	-2%	-$7.01K	0.2%	133
2025 Q4	$380K	Sell	5,122 -55	-1%	-$3.96K	0.22%	120
2025 Q3	$346K	Buy	5,177 +682	+15%	+$44.1K	0.22%	115
2025 Q2	$287K	Buy	4,495 +587	+15%	+$37.4K	0.2%	122
2025 Q1	$267K	Buy	3,908 +574	+17%	+$39.4K	0.2%	119
2024 Q4	$218K	Buy	+3,334	New	+$232K	0.17%	128
2024 Q2	$225K	Sell	3,284 -147	-4%	-$9.93K	0.19%	120
2024 Q1	$239K	Buy	+3,431	New	+$232K	0.21%	114

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

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

Coordinated Financial Services's FHLC Position: Q1 2026 in Review

Coordinated Financial Services reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.9% in Q1 2026, selling an estimated $7.01K and leaving 5,027 shares worth $354K. The position accounts for 0.2% of the portfolio, ranked #133.

Coordinated Financial Services first reported a position in FHLC in Q1 2024 and has held it in 8 quarters since. The position peaked at $380K in Q4 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Coordinated Financial Services held 5,027 shares of Fidelity MSCI Health Care Index ETF worth $354K as of Q1 2026.
Coordinated Financial Services sold 95 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $7.01K.
Fidelity MSCI Health Care Index ETF made up 0.2% of Coordinated Financial Services's portfolio in Q1 2026, its #133 holding.
Coordinated Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Fidelity MSCI Health Care Index ETF position peaked at $380K in Q4 2025.
361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.