CVA Family Office’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

CVA Family Office’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	$2.4K	Hold	31	–	–	﹤0.01%	1482
2026 Q1	$2.18K	Hold	31	–	–	﹤0.01%	1506
2025 Q4	$2.3K	Hold	31	–	–	﹤0.01%	967
2025 Q3	$2.07K	Hold	31	–	–	﹤0.01%	997
2025 Q2	$1.98K	Hold	31	–	–	﹤0.01%	998
2025 Q1	$2.12K	Hold	31	–	–	﹤0.01%	1001
2024 Q4	$2.03K	Hold	31	–	–	﹤0.01%	988
2024 Q3	$2.26K	Hold	31	–	–	﹤0.01%	960
2024 Q2	$2.13K	Hold	31	–	–	﹤0.01%	948
2024 Q1	$2.16K	Hold	31	–	–	﹤0.01%	926
2023 Q4	$2K	Buy	+31	New	+$1.89K	﹤0.01%	910
2023 Q3	–	Sell	-31	Closed	-$1.96K	–	490
2023 Q2	$1.96K	Buy	+31	New	+$1.94K	﹤0.01%	887

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CVA Family Office's FHLC Position: Q2 2026 in Review

CVA Family Office held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 31 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

CVA Family Office first reported a position in FHLC in Q2 2023 and has held it in 12 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

CVA Family Office held 31 shares of Fidelity MSCI Health Care Index ETF worth $2.4K as of Q2 2026.
CVA Family Office left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1482 holding.
CVA Family Office first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and has held it in 12 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.