EWA
FHLC icon

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
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

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return