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Legacy Financial Strategies’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Legacy Financial Strategies’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 		$617K Sell
7,986
-283
-3% -$20.3K 0.1% 77
2026
Q1 		$582K Sell
8,269
-85
-1% -$6.27K 0.11% 74
2025
Q4 		$621K Buy
8,354
+1
+0% +$72 0.11% 76
2025
Q3 		$559K Sell
8,353
-117
-1% -$7.56K 0.1% 76
2025
Q2 		$542K Sell
8,470
-31
-0.4% -$1.97K 0.11% 75
2025
Q1 		$581K Sell
8,501
-35
-0.4% -$2.4K 0.13% 65
2024
Q4 		$559K Sell
8,536
-469
-5% -$32.6K 0.12% 69
2024
Q3 		$656K Sell
9,005
-3,730
-29% -$267K 0.14% 62
2024
Q2 		$859K Buy
12,735
+7
+0.1% +$473 0.21% 50
2024
Q1 		$888K Sell
12,728
-35,996
-74% -$2.44M 0.23% 49
2023
Q4 		$3.15M Sell
48,724
-602
-1% -$36.8K 0.9% 16
2023
Q3 		$2.95M Buy
49,326
+1,404
+3% +$88.2K 0.95% 15
2023
Q2 		$3.02M Buy
47,922
+3,419
+8% +$214K 1.01% 12
2023
Q1 		$2.74M Buy
44,503
+2,332
+6% +$145K 1.01% 13
2022
Q4 		$2.7M Buy
42,171
+2,016
+5% +$126K 1.12% 13
2022
Q3 		$2.31M Buy
40,155
+2,650
+7% +$163K 1.08% 13
2022
Q2 		$2.27M Buy
37,505
+1,469
+4% +$91.2K 1.12% 13
2022
Q1 		$2.37M Buy
36,036
+1,271
+4% +$80.9K 1.01% 15
2021
Q4 		$2.39M Buy
34,765
+1,015
+3% +$66.7K 1.03% 14
2021
Q3 		$2.15M Buy
33,750
+1,276
+4% +$84.3K 1.01% 14
2021
Q2 		$2.07M Buy
32,474
+1,381
+4% +$85.1K 0.99% 14
2021
Q1 		$1.83M Buy
31,093
+1,413
+5% +$83.6K 0.97% 14
2020
Q4 		$1.71M Buy
29,680
+131
+0.4% +$7.23K 0.87% 14
2020
Q3 		$1.55M Buy
29,549
+742
+3% +$38.8K 0.89% 14
2020
Q2 		$1.43M Buy
28,807
+1,079
+4% +$52.3K 1.11% 11
2020
Q1 		$1.19M Sell
27,728
-290
-1% -$13.7K 1.13% 11
2019
Q4 		$1.39M Buy
28,018
+1,418
+5% +$65.8K 1.12% 9
2019
Q3 		$1.19M Buy
+26,600
New +$1.18M 1.06% 10

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

Legacy Financial Strategies's FHLC Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.4% in Q2 2026, selling an estimated $20.3K and leaving 7,986 shares worth $617K. The position accounts for 0.1% of the portfolio, ranked #77.

Legacy Financial Strategies first reported a position in FHLC in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.15M in Q4 2023. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Legacy Financial Strategies held 7,986 shares of Fidelity MSCI Health Care Index ETF worth $617K as of Q2 2026.
  • Legacy Financial Strategies sold 283 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $20.3K.
  • Fidelity MSCI Health Care Index ETF made up 0.1% of Legacy Financial Strategies's portfolio in Q2 2026, its #77 holding.
  • Legacy Financial Strategies first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2019 and has held it in 28 quarters since.
  • Legacy Financial Strategies's Fidelity MSCI Health Care Index ETF position peaked at $3.15M in Q4 2023.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.