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Freedom Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Freedom Investment 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
Q3 		– Sell
-25,127
Closed -$1.61M – 335
2025
Q2 		$1.61M Sell
25,127
-17,350
-41% -$1.1M 0.13% 140
2025
Q1 		$2.9M Sell
42,477
-13,830
-25% -$949K 0.24% 68
2024
Q4 		$3.68M Sell
56,307
-8,381
-13% -$582K 0.31% 58
2024
Q3 		$4.71M Sell
64,688
-14,136
-18% -$1.01M 0.38% 49
2024
Q2 		$5.41M Sell
78,824
-41,488
-34% -$2.8M 0.44% 44
2024
Q1 		$8.39M Sell
120,312
-13,671
-10% -$926K 0.67% 28
2023
Q4 		$8.67M Sell
133,983
-19,251
-13% -$1.18M 0.71% 26
2023
Q3 		$9.28M Buy
153,234
+125,397
+450% +$7.88M 1.14% 8
2023
Q2 		$1.76M Sell
27,837
-189,844
-87% -$11.9M 0.2% 115
2023
Q1 		$13.4M Sell
217,681
-23,310
-10% -$1.45M 1.51% 5
2022
Q4 		$15.4M Sell
240,991
-7,192
-3% -$450K 1.74% 4
2022
Q3 		$14.3M Buy
248,183
+25,511
+11% +$1.57M 1.65% 4
2022
Q2 		$13.5M Buy
222,672
+204,041
+1,095% +$12.7M 1.44% 3
2022
Q1 		$1.22M Buy
18,631
+4,489
+32% +$286K 0.11% 240
2021
Q4 		$971K Sell
14,142
-12,601
-47% -$828K 0.07% 355
2021
Q3 		$1.71M Buy
26,743
+1,085
+4% +$71.7K 0.13% 207
2021
Q2 		$1.64M Buy
+25,658
New +$1.58M 0.12% 202

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 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

Freedom Investment Management's FHLC Position: Q3 2025 in Review

Freedom Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2025, closing a stake of 25,127 shares — an estimated $1.61M sold.

Freedom Investment Management first reported a position in FHLC in Q2 2021 and held it in 17 quarters. The position peaked at $15.4M in Q4 2022. 334 funds tracked by Wall St. Rank hold FHLC as of Q3 2025.

  • Freedom Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 25,127 Fidelity MSCI Health Care Index ETF shares in Q3 2025, an estimated $1.61M.
  • Freedom Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and held it in 17 quarters.
  • Freedom Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $15.4M in Q4 2022.
  • 334 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.