Golden State Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Golden State Wealth 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
2026 Q2	$108K	Buy	+1,392	New	+$100K	0.01%	556
2026 Q1	–	Sell	-687	Closed	-$51.1K	–	1660
2025 Q4	$51.1K	Buy	687 +2	+0.3%	+$144	0.01%	689
2025 Q3	$45.8K	Buy	685 +3	+0.4%	+$194	0.01%	698
2025 Q2	$43.7K	Buy	+682	New	+$43.4K	0.01%	678

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 22.96% 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

Golden State Wealth Management's FHLC Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 1,392 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in FHLC as recently as Q4 2025.

Golden State Wealth Management first reported a position in FHLC in Q2 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Golden State Wealth Management held 1,392 shares of Fidelity MSCI Health Care Index ETF worth $108K as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new Golden State Wealth Management position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #556 holding.
Golden State Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2025 and has held it in 4 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.