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Crumly & Associates’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Crumly & Associates’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
Q3 		$1.04M Buy
12,781
+1,314
+11% +$106K 0.19% 75
2026
Q2 		$886K Buy
11,467
+1,462
+15% +$105K 0.17% 83
2026
Q1 		$704K Hold
10,005
– – 0.15% 92
2025
Q4 		$743K Sell
10,005
-88
-0.9% -$6.34K 0.16% 86
2025
Q3 		$675K Buy
10,093
+6
+0.1% +$388 0.15% 88
2025
Q2 		$645K Buy
10,087
+922
+10% +$58.7K 0.16% 80
2025
Q1 		$626K Buy
9,165
+1,037
+13% +$71.2K 0.17% 81
2024
Q4 		$531K Hold
8,128
– – 0.14% 89
2024
Q3 		$592K Hold
8,128
– – 0.16% 92
2024
Q2 		$558K Hold
8,128
– – 0.16% 87
2024
Q1 		$567K Hold
8,128
– – 0.15% 94
2023
Q4 		$526K Sell
8,128
-819
-9% -$50K 0.15% 88
2023
Q3 		$542K Hold
8,947
– – 0.21% 65
2023
Q2 		$565K Hold
8,947
– – 0.23% 63
2023
Q1 		$550K Hold
8,947
– – 0.24% 65
2022
Q4 		$572K Hold
8,947
– – 0.22% 57
2022
Q3 		$516K Sell
8,947
-26
-0.3% -$1.6K 0.21% 57
2022
Q2 		$544K Sell
8,973
-14,259
-61% -$885K 0.23% 57
2022
Q1 		$1.52M Sell
23,232
-958
-4% -$61K 0.57% 35
2021
Q4 		$1.54M Sell
24,190
-1,620
-6% -$107K 0.61% 37
2021
Q3 		$1.65M Sell
25,810
-2,080
-7% -$137K 0.77% 30
2021
Q2 		$1.78M Buy
27,890
+12,904
+86% +$795K 0.86% 27
2021
Q1 		$884K Buy
14,986
+4,818
+47% +$285K 0.52% 36
2020
Q4 		$616K Sell
10,168
-390
-4% -$21.5K 0.43% 34
2020
Q3 		$555K Sell
10,558
-3,881
-27% -$203K 0.47% 28
2020
Q2 		$719K Sell
14,439
-2,752
-16% -$133K 0.67% 28
2020
Q1 		$739K Buy
+17,191
New +$814K 0.91% 24

Other funds holding FHLC

Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fischer Financial Services
Fischer Financial Services Harrisburg, Pennsylvania $406M AUM 16.45% 1-Year Est. Return
L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Crumly & Associates's FHLC Position: Q3 2026 in Review

Crumly & Associates increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 11% in Q3 2026, buying an estimated $106K and bringing the position to 12,781 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #75.

Crumly & Associates first reported a position in FHLC in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.78M in Q2 2021. 162 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • Crumly & Associates held 12,781 shares of Fidelity MSCI Health Care Index ETF worth $1.04M as of Q3 2026.
  • Crumly & Associates bought 1,314 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $106K.
  • Fidelity MSCI Health Care Index ETF made up 0.19% of Crumly & Associates's portfolio in Q3 2026, its #75 holding.
  • Crumly & Associates first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and has held it in 27 quarters since.
  • Crumly & Associates's Fidelity MSCI Health Care Index ETF position peaked at $1.78M in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.