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Crossmark Global Holdings’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Crossmark Global Holdings’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 		– Sell
-5,018
Closed -$336K – 1255
2025
Q3 		$336K Hold
5,018
– – 0.01% 1053
2025
Q2 		$320K Hold
5,018
– – 0.01% 1072
2025
Q1 		$344K Buy
+5,018
New +$345K 0.01% 1022

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Crossmark Global Holdings's FHLC Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2025, closing a stake of 5,018 shares — an estimated $336K sold.

Crossmark Global Holdings first reported a position in FHLC in Q1 2025 and held it in 3 quarters. The position peaked at $344K in Q1 2025. 357 funds tracked by Wall St. Rank hold FHLC as of Q4 2025.

  • Crossmark Global Holdings reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 5,018 Fidelity MSCI Health Care Index ETF shares in Q4 2025, an estimated $336K.
  • Crossmark Global Holdings first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's Fidelity MSCI Health Care Index ETF position peaked at $344K in Q1 2025.
  • 357 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.