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

Foundations Investment 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 		$264K Sell
3,422
-385
-10% -$27.7K ﹤0.01% 1021
2026
Q1 		$268K Buy
3,807
+233
+7% +$17.2K ﹤0.01% 956
2025
Q4 		$265K Buy
3,574
+125
+4% +$9K ﹤0.01% 937
2025
Q3 		$231K Buy
+3,449
New +$223K ﹤0.01% 947

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 22.9% 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

Foundations Investment Advisors's FHLC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 10% in Q2 2026, selling an estimated $27.7K and leaving 3,422 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Foundations Investment Advisors first reported a position in FHLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $268K in Q1 2026. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Foundations Investment Advisors held 3,422 shares of Fidelity MSCI Health Care Index ETF worth $264K as of Q2 2026.
  • Foundations Investment Advisors sold 385 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $27.7K.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1021 holding.
  • Foundations Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $268K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.