CFO
FHLC icon

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
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

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AWM
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LPL Financial
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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