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

Heirloom 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	$16.4M	Buy	+212,893	New	+$15.3M	2.38%	16

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 22.9% 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

Heirloom Wealth Management's FHLC Position: Q2 2026 in Review

Heirloom Wealth Management opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 212,893 shares worth $16.4M. The stake represents 2.38% of the portfolio and ranks #16 among its holdings.

385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Heirloom Wealth Management held 212,893 shares of Fidelity MSCI Health Care Index ETF worth $16.4M as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new Heirloom Wealth Management position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 2.38% of Heirloom Wealth Management's portfolio in Q2 2026, its #16 holding.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.