EP Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

EP Wealth Advisors’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	$224K	Buy	+2,903	New	+$209K	﹤0.01%	1455
2025 Q2	$227K	Buy	3,555 +715	+25%	+$45.5K	﹤0.01%	1174
2025 Q1	$194K	Buy	2,840 +259	+10%	+$17.8K	﹤0.01%	1143
2024 Q4	$169K	Buy	2,581 +912	+55%	+$63.4K	﹤0.01%	1117
2024 Q3	$122K	Buy	1,669 +26	+2%	+$1.86K	﹤0.01%	1121
2024 Q2	$113K	Hold	1,643	–	–	﹤0.01%	819
2024 Q1	$115K	Sell	1,643 -206	-11%	-$14K	﹤0.01%	798
2023 Q4	$120K	Buy	1,849 +101	+6%	+$6.17K	﹤0.01%	772
2023 Q3	$106K	Buy	+1,748	New	+$110K	﹤0.01%	730
2023 Q1	–	Sell	-1,655	Closed	-$106K	–	658
2022 Q4	$106K	Buy	+1,655	New	+$103K	﹤0.01%	598
2022 Q3	–	Sell	-1,676	Closed	-$102K	–	434
2022 Q2	$102K	Hold	1,676	–	–	﹤0.01%	634
2022 Q1	$110K	Buy	+1,676	New	+$107K	﹤0.01%	619
2021 Q1	–	Sell	-2,036	Closed	-$118K	–	496
2020 Q4	$118K	Buy	+2,036	New	+$112K	﹤0.01%	446

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 22.96% 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

EP Wealth Advisors's FHLC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 2,903 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in FHLC as recently as Q2 2025.

EP Wealth Advisors first reported a position in FHLC in Q4 2020 and has held it in 13 quarters since. The position peaked at $227K in Q2 2025. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

EP Wealth Advisors held 2,903 shares of Fidelity MSCI Health Care Index ETF worth $224K as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new EP Wealth Advisors position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1455 holding.
EP Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 13 quarters since.
EP Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $227K in Q2 2025.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.