Financial Perspectives’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Financial Perspectives’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	$155K	Buy	2,005 +6	+0.3%	+$431	0.04%	200
2026 Q1	$141K	Buy	1,999 +105	+6%	+$7.75K	0.04%	203
2025 Q4	$141K	Buy	1,894 +103	+6%	+$7.42K	0.04%	197
2025 Q3	$120K	Buy	1,791 +39	+2%	+$2.52K	0.03%	218
2025 Q2	$112K	Buy	1,752 +6	+0.3%	+$382	0.03%	213
2025 Q1	$119K	Buy	1,746 +359	+26%	+$24.6K	0.04%	196
2024 Q4	$90.6K	Buy	1,387 +4	+0.3%	+$278	0.03%	230
2024 Q3	$101K	Buy	1,383 +3	+0.2%	+$215	0.03%	211
2024 Q2	$94.7K	Buy	1,380 +3	+0.2%	+$203	0.04%	206
2024 Q1	$96.1K	Buy	1,377 +112	+9%	+$7.59K	0.04%	208
2023 Q4	$81.8K	Buy	1,265 +94	+8%	+$5.74K	0.03%	222
2023 Q3	$71K	Sell	1,171 -235	-17%	-$14.8K	0.03%	224
2023 Q2	$88.8K	Buy	1,406 +3	+0.2%	+$188	0.04%	205
2023 Q1	$86.2K	Buy	1,403 +4	+0.3%	+$248	0.04%	202
2022 Q4	$89.5K	Buy	1,399 +239	+21%	+$14.9K	0.05%	186
2022 Q3	$66.9K	Buy	1,160 +362	+45%	+$22.3K	0.04%	210
2022 Q2	$48.4K	Buy	798 +3	+0.4%	+$186	0.03%	240
2022 Q1	$52.2K	Buy	795 +3	+0.4%	+$191	0.02%	248
2021 Q4	$54.4K	Buy	792 +37	+5%	+$2.43K	0.03%	234
2021 Q3	$48.2K	Buy	755 +2	+0.3%	+$132	0.02%	240
2021 Q2	$48K	Buy	753 +35	+5%	+$2.16K	0.02%	259
2021 Q1	$42.4K	Buy	718 +102	+17%	+$6.03K	0.02%	265
2020 Q4	$35.6K	Buy	616 +575	+1,402%	+$31.7K	0.02%	266
2020 Q3	$2.17K	Hold	41	–	–	﹤0.01%	493
2020 Q2	$2.05K	Buy	+41	New	+$1.99K	﹤0.01%	484

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Perspectives's FHLC Position: Q2 2026 in Review

Financial Perspectives increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.3% in Q2 2026, buying an estimated $431 and bringing the position to 2,005 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #200.

Financial Perspectives first reported a position in FHLC in Q2 2020 and has held it in 25 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Financial Perspectives held 2,005 shares of Fidelity MSCI Health Care Index ETF worth $155K as of Q2 2026.
Financial Perspectives bought 6 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $431.
Fidelity MSCI Health Care Index ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #200 holding.
Financial Perspectives first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and has held it in 25 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.