Hoey Investments’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Hoey Investments’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	$8.27K	Hold	107	–	–	﹤0.01%	279
2026 Q1	$7.53K	Hold	107	–	–	﹤0.01%	270
2025 Q4	$7.95K	Hold	107	–	–	﹤0.01%	264
2025 Q3	$7.16K	Hold	107	–	–	﹤0.01%	268
2025 Q2	$6.84K	Hold	107	–	–	﹤0.01%	260
2025 Q1	$7.31K	Hold	107	–	–	﹤0.01%	224
2024 Q4	$6.99K	Hold	107	–	–	﹤0.01%	224
2024 Q3	$7.34K	Hold	107	–	–	﹤0.01%	224
2024 Q2	$7.34K	Hold	107	–	–	﹤0.01%	224
2024 Q1	$7.47K	Hold	107	–	–	﹤0.01%	222
2023 Q4	$6.92K	Hold	107	–	–	﹤0.01%	230
2023 Q3	$6.48K	Hold	107	–	–	﹤0.01%	233
2023 Q2	$6.75K	Hold	107	–	–	﹤0.01%	234
2023 Q1	$6.58K	Hold	107	–	–	﹤0.01%	236
2022 Q4	$6.85K	Hold	107	–	–	﹤0.01%	229
2022 Q3	$6K	Hold	107	–	–	﹤0.01%	252
2022 Q2	$6K	Hold	107	–	–	﹤0.01%	206
2022 Q1	$7K	Hold	107	–	–	﹤0.01%	185
2021 Q4	$7K	Buy	107 +17	+19%	+$1.12K	﹤0.01%	192
2021 Q3	$6K	Hold	90	–	–	﹤0.01%	186
2021 Q2	$6K	Hold	90	–	–	﹤0.01%	190
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	200
2020 Q4	$5K	Buy	+90	New	+$4.97K	﹤0.01%	161

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

Hoey Investments's FHLC Position: Q2 2026 in Review

Hoey Investments held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 107 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Hoey Investments first reported a position in FHLC in Q4 2020 and has held it in 23 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Hoey Investments held 107 shares of Fidelity MSCI Health Care Index ETF worth $8.27K as of Q2 2026.
Hoey Investments left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #279 holding.
Hoey Investments first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 23 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.