GRP
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Global Retirement Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Global Retirement Partners’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 		$41K Buy
+530
New +$38.1K ﹤0.01% 2650
2025
Q4 		$55.8K Sell
751
-163
-18% -$11.7K ﹤0.01% 2290
2025
Q3 		$61.1K Buy
914
+2
+0.2% +$129 ﹤0.01% 1789
2025
Q2 		$58.3K Buy
+912
New +$58.1K ﹤0.01% 1689
2024
Q4 		$41.4K Buy
634
+417
+192% +$29K ﹤0.01% 1707
2024
Q3 		$15.8K Sell
217
-257
-54% -$18.4K ﹤0.01% 2107
2024
Q2 		$32.5K Hold
474
– – ﹤0.01% 1751
2024
Q1 		$33K Buy
474
+1
+0.2% +$68 ﹤0.01% 1596
2023
Q4 		$31.2K Buy
473
+102
+27% +$6.23K ﹤0.01% 1546
2023
Q3 		$22.2K Buy
371
+274
+282% +$17.2K ﹤0.01% 1608
2023
Q2 		$6.14K Hold
97
– – ﹤0.01% 2126
2023
Q1 		$6.15K Hold
97
– – ﹤0.01% 2093
2022
Q4 		$6.18K Buy
97
+1
+1% +$63 ﹤0.01% 1955
2022
Q3 		$6K Hold
96
– – ﹤0.01% 1856
2022
Q2 		$6K Hold
96
– – ﹤0.01% 1818
2022
Q1 		$6K Buy
+96
New +$6.11K ﹤0.01% 1818
2020
Q3 		– Sell
-338
Closed -$17K – 1652
2020
Q2 		$17K Hold
338
– – ﹤0.01% 947
2020
Q1 		$15K Hold
338
– – ﹤0.01% 890
2019
Q4 		$17K Sell
338
-6,397
-95% -$297K ﹤0.01% 995
2019
Q3 		$292K Sell
6,735
-741
-10% -$32.8K 0.05% 297
2019
Q2 		$336K Sell
7,476
-125
-2% -$5.45K 0.06% 243
2019
Q1 		$338K Sell
7,601
-15
-0.2% -$654 0.08% 209
2018
Q4 		$315K Sell
7,616
-16,887
-69% -$742K 0.08% 224
2018
Q3 		$1.15M Sell
24,503
-700
-3% -$31.2K 0.26% 79
2018
Q2 		$1.04M Sell
25,203
-3,412
-12% -$139K 0.26% 76
2018
Q1 		$1.14M Buy
28,615
+2,916
+11% +$121K 0.31% 66
2017
Q4 		$1.03M Buy
25,699
+7,189
+39% +$286K 0.28% 73
2017
Q3 		$732K Buy
18,510
+257
+1% +$9.95K 0.3% 66
2017
Q2 		$699K Sell
18,253
-708
-4% -$26K 0.33% 60
2017
Q1 		$677K Buy
+18,961
New +$663K 0.38% 48

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 22.96% 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

Global Retirement Partners's FHLC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 530 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #2650 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FHLC as recently as Q4 2025.

Global Retirement Partners first reported a position in FHLC in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.15M in Q3 2018. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Global Retirement Partners held 530 shares of Fidelity MSCI Health Care Index ETF worth $41K as of Q2 2026.
  • Fidelity MSCI Health Care Index ETF was a new Global Retirement Partners position in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2650 holding.
  • Global Retirement Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2017 and has held it in 30 quarters since.
  • Global Retirement Partners's Fidelity MSCI Health Care Index ETF position peaked at $1.15M in Q3 2018.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.