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 Q2	$232K	Hold	3,001	–	–	0.01%	380
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 $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

KCM Investment Advisors's FHLC Position: Q2 2026 in Review

KCM Investment Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 3,001 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #380.

KCM Investment Advisors first reported a position in FHLC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.45M in Q3 2024. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

KCM Investment Advisors held 3,001 shares of Fidelity MSCI Health Care Index ETF worth $232K as of Q2 2026.
KCM Investment Advisors 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 KCM Investment Advisors's portfolio in Q2 2026, its #380 holding.
KCM Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and has held it in 12 quarters since.
KCM Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $1.45M in Q3 2024.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.