GoalVest Advisory’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

GoalVest Advisory’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
2023 Q2	–	Sell	-6	Closed	-$369	–	380
2023 Q1	$369	Buy	+6	New	+$372	﹤0.01%	243

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GoalVest Advisory's FHLC Position: Q2 2023 in Review

GoalVest Advisory sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2023, closing a stake of 6 shares — an estimated $369 sold.

GoalVest Advisory first reported a position in FHLC in Q1 2023 and held it in 1 quarter. The position peaked at $369 in Q1 2023. 299 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

GoalVest Advisory reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2023 after selling out during the quarter.
GoalVest Advisory sold 6 Fidelity MSCI Health Care Index ETF shares in Q2 2023, an estimated $369.
GoalVest Advisory first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and held it in 1 quarter.
GoalVest Advisory's Fidelity MSCI Health Care Index ETF position peaked at $369 in Q1 2023.
299 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on GoalVest Advisory's 13F filing for Q2 2023, filed 10 Jul 2023.