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Lifeworks Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Lifeworks 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 		$7.39M Buy
95,707
+2,311
+2% +$166K 0.77% 43
2026
Q1 		$6.57M Sell
93,396
-17,272
-16% -$1.27M 0.84% 34
2025
Q4 		$8.22M Sell
110,668
-12,486
-10% -$899K 1.06% 19
2025
Q3 		$8.24M Sell
123,154
-20,817
-14% -$1.34M 1.1% 19
2025
Q2 		$9.21M Sell
143,971
-25,891
-15% -$1.65M 1.37% 13
2025
Q1 		$11.6M Sell
169,862
-44,916
-21% -$3.08M 1.93% 8
2024
Q4 		$14M Buy
214,778
+94,881
+79% +$6.59M 2.53% 4
2024
Q3 		$8.73M Buy
119,897
+9,688
+9% +$693K 1.72% 7
2024
Q2 		$7.56M Sell
110,209
-12,536
-10% -$847K 2.11% 9
2024
Q1 		$8.56M Buy
122,745
+3,065
+3% +$208K 2.4% 5
2023
Q4 		$7.74M Buy
119,680
+13,197
+12% +$806K 2.67% 4
2023
Q3 		$6.45M Buy
106,483
+567
+0.5% +$35.6K 2.51% 4
2023
Q2 		$6.69M Buy
105,916
+14,794
+16% +$928K 2.85% 4
2023
Q1 		$5.6M Sell
91,122
-3,056
-3% -$190K 2.65% 4
2022
Q4 		$6.03M Sell
94,178
-28
-0% -$1.75K 3.39% 4
2022
Q3 		$5.91M Sell
94,206
-4,744
-5% -$292K 3.36% 3
2022
Q2 		$6M Buy
98,950
+14,516
+17% +$901K 3.81% 2
2022
Q1 		$5.54M Buy
84,434
+34,169
+68% +$2.18M 3.66% 3
2021
Q4 		$3.45M Buy
+50,265
New +$3.3M 2.75% 7

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

Lifeworks Advisors's FHLC Position: Q2 2026 in Review

Lifeworks Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.5% in Q2 2026, buying an estimated $166K and bringing the position to 95,707 shares worth $7.39M. The position accounts for 0.77% of the portfolio, ranked #43.

Lifeworks Advisors first reported a position in FHLC in Q4 2021 and has held it in 19 quarters since. The position peaked at $14M in Q4 2024. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Lifeworks Advisors held 95,707 shares of Fidelity MSCI Health Care Index ETF worth $7.39M as of Q2 2026.
  • Lifeworks Advisors bought 2,311 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $166K.
  • Fidelity MSCI Health Care Index ETF made up 0.77% of Lifeworks Advisors's portfolio in Q2 2026, its #43 holding.
  • Lifeworks Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's Fidelity MSCI Health Care Index ETF position peaked at $14M in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

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