Eaton Vance Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Eaton Vance Management’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
2022 Q1	–	Sell	-549	Closed	-$37K	–	2112
2021 Q4	$37K	Hold	549	–	–	﹤0.01%	2223
2021 Q3	$3K	Hold	549	–	–	﹤0.01%	1871
2021 Q2	$35K	Sell	549 -750	-58%	-$46.2K	﹤0.01%	2271
2021 Q1	$76K	Buy	+1,299	New	+$76.8K	﹤0.01%	1672

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Eaton Vance Management's FHLC Position: Q1 2022 in Review

Eaton Vance Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2022, closing a stake of 549 shares — an estimated $37K sold.

Eaton Vance Management first reported a position in FHLC in Q1 2021 and held it in 4 quarters. The position peaked at $76K in Q1 2021. 277 funds tracked by Wall St. Rank hold FHLC as of Q1 2022.

Eaton Vance Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 549 Fidelity MSCI Health Care Index ETF shares in Q1 2022, an estimated $37K.
Eaton Vance Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's Fidelity MSCI Health Care Index ETF position peaked at $76K in Q1 2021.
277 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.