Eaton Financial Holdings’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Eaton Financial 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 Q3	–	Sell	-3,217	Closed	-$206K	–	126
2025 Q2	$206K	Buy	3,217 +13	+0.4%	+$828	0.06%	113
2025 Q1	$219K	Buy	3,204 +12	+0.4%	+$824	0.09%	58
2024 Q4	$209K	Buy	3,192 +12	+0.4%	+$834	0.08%	62
2024 Q3	$231K	Buy	+3,180	New	+$228K	0.09%	60
2024 Q1	$220K	Buy	3,158 +11	+0.3%	+$745	0.11%	58
2023 Q4	$204K	Buy	+3,147	New	+$192K	0.05%	149

Other funds holding FHLC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 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 $861M AUM 14.77% 1-Year Est. Return

Eaton Financial Holdings's FHLC Position: Q3 2025 in Review

Eaton Financial Holdings sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2025, closing a stake of 3,217 shares — an estimated $206K sold.

Eaton Financial Holdings first reported a position in FHLC in Q4 2023 and held it in 6 quarters. The position peaked at $231K in Q3 2024. 335 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

Eaton Financial Holdings reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2025 after selling out during the quarter.
Eaton Financial Holdings sold 3,217 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $206K.
Eaton Financial Holdings first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 6 quarters.
Eaton Financial Holdings's Fidelity MSCI Health Care Index ETF position peaked at $231K in Q3 2024.
335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on Eaton Financial Holdings's 13F filing for Q3 2025, filed 17 Nov 2025.