Focus Partners Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Focus Partners Wealth’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	$998K	Buy	12,915 +2,072	+19%	+$149K	﹤0.01%	1651
2026 Q1	$763K	Buy	10,843 +68	+0.6%	+$5.02K	﹤0.01%	1725
2025 Q4	$800K	Buy	10,775 +1,458	+16%	+$105K	﹤0.01%	1735
2025 Q3	$623K	Buy	9,317 +2	+0%	+$129	﹤0.01%	1510
2025 Q2	$596K	Buy	9,315 +2,697	+41%	+$172K	﹤0.01%	1345
2025 Q1	$452K	Buy	6,618 +94	+1%	+$6.45K	﹤0.01%	1386
2024 Q4	$426K	Buy	6,524 +2,610	+67%	+$181K	﹤0.01%	1397
2024 Q3	$285K	Sell	3,914 -4,864	-55%	-$348K	﹤0.01%	1347
2024 Q2	$602K	Buy	+8,778	New	+$593K	﹤0.01%	907

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 22.9% 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

Focus Partners Wealth's FHLC Position: Q2 2026 in Review

Focus Partners Wealth increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 19% in Q2 2026, buying an estimated $149K and bringing the position to 12,915 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Focus Partners Wealth first reported a position in FHLC in Q2 2024 and has held it in 9 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Focus Partners Wealth held 12,915 shares of Fidelity MSCI Health Care Index ETF worth $998K as of Q2 2026.
Focus Partners Wealth bought 2,072 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $149K.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1651 holding.
Focus Partners Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2024 and has held it in 9 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.