Envestnet Portfolio Solutions
FHLC icon

Envestnet Portfolio Solutions’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Envestnet Portfolio Solutions’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 		$578K Buy
8,217
+100
+1% +$7.38K ﹤0.01% 840
2025
Q4 		$603K Sell
8,117
-167
-2% -$12K ﹤0.01% 972
2025
Q3 		$554K Sell
8,284
-1,378
-14% -$89K ﹤0.01% 985
2025
Q2 		$618K Sell
9,662
-4,243
-31% -$270K ﹤0.01% 995
2025
Q1 		$950K Buy
+13,905
New +$955K ﹤0.01% 811
2024
Q3 		– Sell
-15,491
Closed -$1.06M – 1702
2024
Q2 		$1.06M Sell
15,491
-5,328
-26% -$360K ﹤0.01% 841
2024
Q1 		$1.45M Sell
20,819
-3,634
-15% -$246K 0.01% 728
2023
Q4 		$1.58M Buy
24,453
+802
+3% +$49K 0.01% 656
2023
Q3 		$1.43M Buy
+23,651
New +$1.49M 0.01% 650

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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