Independence Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Independence Financial Advisors’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	$869K	Sell	11,255 -7,058	-39%	-$507K	0.23%	33
2026 Q1	$1.29M	Buy	18,313 +6	+0%	+$443	0.39%	26
2025 Q4	$1.36M	Sell	18,307 -766	-4%	-$55.2K	0.37%	29
2025 Q3	$1.28M	Sell	19,073 -1,611	-8%	-$104K	0.39%	29
2025 Q2	$1.32M	Sell	20,684 -119,998	-85%	-$7.64M	0.51%	28
2025 Q1	$9.61M	Buy	+140,682	New	+$9.66M	3.65%	11

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

Independence Financial Advisors's FHLC Position: Q2 2026 in Review

Independence Financial Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 39% in Q2 2026, selling an estimated $507K and leaving 11,255 shares worth $869K. The position accounts for 0.23% of the portfolio, ranked #33.

Independence Financial Advisors first reported a position in FHLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.61M in Q1 2025. 380 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Independence Financial Advisors held 11,255 shares of Fidelity MSCI Health Care Index ETF worth $869K as of Q2 2026.
Independence Financial Advisors sold 7,058 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $507K.
Fidelity MSCI Health Care Index ETF made up 0.23% of Independence Financial Advisors's portfolio in Q2 2026, its #33 holding.
Independence Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $9.61M in Q1 2025.
380 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.