EWM
FHLC icon

Evolution Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Evolution Wealth Management’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
Q4 		– Sell
-1,218
Closed -$81.4K – 761
2025
Q3 		$81.4K Buy
1,218
+5
+0.4% +$323 0.08% 161
2025
Q2 		$77.6K Buy
+1,213
New +$77.2K 0.1% 139

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Evolution Wealth Management's FHLC Position: Q4 2025 in Review

Evolution Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2025, closing a stake of 1,218 shares — an estimated $81.4K sold.

Evolution Wealth Management first reported a position in FHLC in Q2 2025 and held it in 2 quarters. The position peaked at $81.4K in Q3 2025. 357 funds tracked by Wall St. Rank hold FHLC as of Q4 2025.

  • Evolution Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 1,218 Fidelity MSCI Health Care Index ETF shares in Q4 2025, an estimated $81.4K.
  • Evolution Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2025 and held it in 2 quarters.
  • Evolution Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $81.4K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.