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 Q2	$1.02M	Buy	13,189 +4,972	+61%	+$357K	﹤0.01%	701
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 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

Envestnet Portfolio Solutions's FHLC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 61% in Q2 2026, buying an estimated $357K and bringing the position to 13,189 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Envestnet Portfolio Solutions first reported a position in FHLC in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2023. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Envestnet Portfolio Solutions held 13,189 shares of Fidelity MSCI Health Care Index ETF worth $1.02M as of Q2 2026.
Envestnet Portfolio Solutions bought 4,972 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $357K.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #701 holding.
Envestnet Portfolio Solutions first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Fidelity MSCI Health Care Index ETF position peaked at $1.58M in Q4 2023.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.