EFS
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Essex Financial Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Essex Financial Services’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 		$899K Buy
11,638
+2,240
+24% +$161K 0.04% 343
2026
Q1 		$661K Buy
9,398
+301
+3% +$22.2K 0.04% 377
2025
Q4 		$676K Hold
9,097
– – 0.04% 373
2025
Q3 		$608K Buy
9,097
+1,250
+16% +$80.8K 0.04% 377
2025
Q2 		$502K Sell
7,847
-841
-10% -$53.6K 0.03% 410
2025
Q1 		$594K Buy
8,688
+4,046
+87% +$278K 0.04% 339
2024
Q4 		$303K Sell
4,642
-836
-15% -$58.1K 0.02% 487
2024
Q3 		$392K Sell
5,478
-137
-2% -$9.8K 0.03% 425
2024
Q2 		$395K Sell
5,615
-2,182
-28% -$147K 0.03% 419
2024
Q1 		$544K Buy
7,797
+117
+2% +$7.92K 0.05% 308
2023
Q4 		$497K Sell
7,680
-1,691
-18% -$103K 0.05% 306
2023
Q3 		$568K Sell
9,371
-1,900
-17% -$119K 0.07% 257
2023
Q2 		$711K Sell
11,271
-2,450
-18% -$154K 0.08% 227
2023
Q1 		$843K Sell
13,721
-3,511
-20% -$218K 0.09% 204
2022
Q4 		$1.1M Buy
17,232
+5,205
+43% +$325K 0.12% 167
2022
Q3 		$693K Sell
12,027
-594
-5% -$36.5K 0.08% 212
2022
Q2 		$766K Buy
12,621
+8,217
+187% +$510K 0.09% 214
2022
Q1 		$289K Buy
+4,404
New +$280K 0.03% 384

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Essex Financial Services's FHLC Position: Q2 2026 in Review

Essex Financial Services increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 24% in Q2 2026, buying an estimated $161K and bringing the position to 11,638 shares worth $899K. The position accounts for 0.04% of the portfolio, ranked #343.

Essex Financial Services first reported a position in FHLC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.1M in Q4 2022. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Essex Financial Services held 11,638 shares of Fidelity MSCI Health Care Index ETF worth $899K as of Q2 2026.
  • Essex Financial Services bought 2,240 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $161K.
  • Fidelity MSCI Health Care Index ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #343 holding.
  • Essex Financial Services first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Essex Financial Services's Fidelity MSCI Health Care Index ETF position peaked at $1.1M in Q4 2022.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.