KCM Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

KCM Investment 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 Q1	$211K	Sell	3,001 -196	-6%	-$14.5K	0.01%	384
2025 Q4	$237K	Buy	3,197 +93	+3%	+$6.7K	0.01%	365
2025 Q3	$208K	Buy	+3,104	New	+$201K	0.01%	372
2025 Q2	–	Sell	-3,166	Closed	-$216K	–	384
2025 Q1	$216K	Hold	3,166	–	–	0.01%	345
2024 Q4	$207K	Sell	3,166 -16,798	-84%	-$1.17M	0.01%	357
2024 Q3	$1.45M	Hold	19,964	–	–	0.05%	187
2024 Q2	$1.37M	Hold	19,964	–	–	0.05%	183
2024 Q1	$1.39M	Buy	19,964 +6	+0%	+$406	0.05%	188
2023 Q4	$1.29M	Buy	19,958 +16,620	+498%	+$1.02M	0.05%	188
2023 Q3	$202K	Sell	3,338 -194	-5%	-$12.2K	0.01%	359
2023 Q2	$223K	Buy	+3,532	New	+$221K	0.01%	366

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return