LF
FHLC icon

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

LifeSteps Financial’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 		$436K Sell
5,644
-172
-3% -$12.4K 0.2% 62
2026
Q1 		$409K Sell
5,816
-898
-13% -$66.3K 0.26% 57
2025
Q4 		$499K Sell
6,714
-111
-2% -$7.99K 0.32% 51
2025
Q3 		$456K Sell
6,825
-711
-9% -$45.9K 0.29% 53
2025
Q2 		$482K Sell
7,536
-201
-3% -$12.8K 0.33% 49
2025
Q1 		$529K Sell
7,737
-183
-2% -$12.6K 0.43% 43
2024
Q4 		$518K Sell
7,920
-808
-9% -$56.1K 0.4% 46
2024
Q3 		$635K Sell
8,728
-57
-0.6% -$4.08K 0.5% 39
2024
Q2 		$603K Sell
8,785
-58
-0.7% -$3.92K 0.5% 40
2024
Q1 		$617K Sell
8,843
-161
-2% -$10.9K 0.47% 39
2023
Q4 		$582K Sell
9,004
-1,285
-12% -$78.5K 0.52% 40
2023
Q3 		$623K Sell
10,289
-411
-4% -$25.8K 0.63% 34
2023
Q2 		$675K Sell
10,700
-132
-1% -$8.28K 0.67% 32
2023
Q1 		$666K Sell
10,832
-2,979
-22% -$185K 0.71% 30
2022
Q4 		$884K Sell
13,811
-1,309
-9% -$81.8K 0.92% 24
2022
Q3 		$872K Sell
15,120
-3,882
-20% -$239K 0.98% 24
2022
Q2 		$1.15M Sell
19,002
-3,091
-14% -$192K 1.2% 19
2022
Q1 		$1.45M Sell
22,093
-1,128
-5% -$71.8K 1.07% 21
2021
Q4 		$1.59M Buy
23,221
+2,727
+13% +$179K 1.13% 22
2021
Q3 		$1.31M Buy
20,494
+969
+5% +$64K 1% 23
2021
Q2 		$1.24M Buy
19,525
+6,620
+51% +$408K 0.96% 23
2021
Q1 		$761K Buy
12,905
+6,686
+108% +$395K 0.64% 28
2020
Q4 		$359K Buy
+6,219
New +$343K 0.33% 46

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

LifeSteps Financial's FHLC Position: Q2 2026 in Review

LifeSteps Financial reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3% in Q2 2026, selling an estimated $12.4K and leaving 5,644 shares worth $436K. The position accounts for 0.2% of the portfolio, ranked #62.

LifeSteps Financial first reported a position in FHLC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q4 2021. 383 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • LifeSteps Financial held 5,644 shares of Fidelity MSCI Health Care Index ETF worth $436K as of Q2 2026.
  • LifeSteps Financial sold 172 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $12.4K.
  • Fidelity MSCI Health Care Index ETF made up 0.2% of LifeSteps Financial's portfolio in Q2 2026, its #62 holding.
  • LifeSteps Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 23 quarters since.
  • LifeSteps Financial's Fidelity MSCI Health Care Index ETF position peaked at $1.59M in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.