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

Loveless 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	$1.01M	Buy	16,593 +120	+0.7%	+$7.45K	0.66%	52
2022 Q1	$1.08M	Buy	16,473 +717	+5%	+$45.6K	0.61%	53
2021 Q4	$1.08M	Buy	15,756 +2,803	+22%	+$184K	0.59%	55
2021 Q3	$827K	Buy	12,953 +2,909	+29%	+$192K	0.5%	65
2021 Q2	$640K	Buy	10,044 +6,289	+167%	+$387K	0.39%	79
2021 Q1	$221K	Buy	+3,755	New	+$222K	0.15%	118

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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 $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Loveless Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.73% in Q2 2022, buying an estimated $7.45K and bringing the position to 16,593 shares worth $1.01M. The position accounts for 0.66% of the portfolio, ranked #52.

Loveless Wealth Management first reported a position in FHLC in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.08M in Q1 2022. 277 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

Loveless Wealth Management held 16,593 shares of Fidelity MSCI Health Care Index ETF worth $1.01M as of Q2 2022.
Loveless Wealth Management bought 120 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $7.45K.
Fidelity MSCI Health Care Index ETF made up 0.66% of Loveless Wealth Management's portfolio in Q2 2022, its #52 holding.
Loveless Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and has held it in 6 quarters since.
Loveless Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $1.08M in Q1 2022.
277 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.