JWA
FHLC icon

JFS Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

JFS Wealth 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 		$10.8K Buy
+140
New +$10.1K ﹤0.01% 979
2025
Q2 		– Sell
-375
Closed -$25.6K – 1902
2025
Q1 		$25.6K Hold
375
– – ﹤0.01% 609
2024
Q4 		$24.5K Buy
+375
New +$26.1K ﹤0.01% 596

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JFS Wealth Advisors's FHLC Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 140 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #979 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in FHLC as recently as Q1 2025.

JFS Wealth Advisors first reported a position in FHLC in Q4 2024 and has held it in 3 quarters since. The position peaked at $25.6K in Q1 2025. 383 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • JFS Wealth Advisors held 140 shares of Fidelity MSCI Health Care Index ETF worth $10.8K as of Q2 2026.
  • Fidelity MSCI Health Care Index ETF was a new JFS Wealth Advisors position in Q2 2026.
  • Fidelity MSCI Health Care Index ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #979 holding.
  • JFS Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $25.6K in Q1 2025.
  • 383 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.