KerberRose Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

KerberRose Wealth Management’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
2022 Q2	$951K	Buy	+15,682	New	+$973K	0.77%	31

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KerberRose Wealth Management's FHLC Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022: 15,682 shares worth $951K. The stake represents 0.77% of the portfolio and ranks #31 among its holdings.

276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

KerberRose Wealth Management held 15,682 shares of Fidelity MSCI Health Care Index ETF worth $951K as of Q2 2022.
Fidelity MSCI Health Care Index ETF was a new KerberRose Wealth Management position in Q2 2022.
Fidelity MSCI Health Care Index ETF made up 0.77% of KerberRose Wealth Management's portfolio in Q2 2022, its #31 holding.
276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.