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

Evergreen 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 		– Sell
-214
Closed -$15K – 78
2026
Q1 		$15K Buy
+214
New +$15.8K ﹤0.01% 110

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 22.96% 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

Evergreen Advisors's FHLC Position: Q2 2026 in Review

Evergreen Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026, closing a stake of 214 shares — an estimated $15K sold.

Evergreen Advisors first reported a position in FHLC in Q1 2026 and held it in 1 quarter. The position peaked at $15K in Q1 2026. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Evergreen Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 214 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $15K.
  • Evergreen Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's Fidelity MSCI Health Care Index ETF position peaked at $15K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.