CFS
FHLC icon

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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return