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

Evergreen Wealth 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 		$251K Sell
3,066
-334
-10% -$24K 0.01% 457
2026
Q1 		$239K Buy
+3,400
New +$251K 0.02% 368
2024
Q1 		– Sell
-3,725
Closed -$241K – 122
2023
Q4 		$241K Buy
+3,725
New +$228K 0.21% 101

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 Wealth Solutions's FHLC Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 9.8% in Q2 2026, selling an estimated $24K and leaving 3,066 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #457.

Evergreen Wealth Solutions first reported a position in FHLC in Q4 2023 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Evergreen Wealth Solutions held 3,066 shares of Fidelity MSCI Health Care Index ETF worth $251K as of Q2 2026.
  • Evergreen Wealth Solutions sold 334 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $24K.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #457 holding.
  • Evergreen Wealth Solutions first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.