KWM
FHLC icon

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

KW 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
2026
Q1 		– Sell
-3,511
Closed -$261K – 20
2025
Q4 		$261K Buy
+3,511
New +$253K 0.4% 63

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Envestnet Asset Management
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WAM
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KAS
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KW Wealth Management's FHLC Position: Q1 2026 in Review

KW Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 3,511 shares — an estimated $261K sold.

KW Wealth Management first reported a position in FHLC in Q4 2025 and held it in 1 quarter. The position peaked at $261K in Q4 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • KW Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 3,511 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $261K.
  • KW Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2025 and held it in 1 quarter.
  • KW Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $261K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.