Marshall Wace’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Marshall Wace’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	-9,475	Closed	-$704K	–	3362
2025 Q4	$704K	Buy	+9,475	New	+$682K	﹤0.01%	2101
2024 Q4	–	Sell	-12,458	Closed	-$907K	–	2712
2024 Q3	$907K	Buy	12,458 +6,079	+95%	+$435K	﹤0.01%	1686
2024 Q2	$438K	Buy	+6,379	New	+$431K	﹤0.01%	2009
2023 Q4	–	Sell	-10,670	Closed	-$646K	–	2301
2023 Q3	$646K	Buy	10,670 +4,719	+79%	+$297K	﹤0.01%	1641
2023 Q2	$376K	Sell	5,951 -3,271	-35%	-$205K	﹤0.01%	2078
2023 Q1	$567K	Sell	9,222 -4,478	-33%	-$278K	﹤0.01%	2047
2022 Q4	$877K	Buy	+13,700	New	+$857K	﹤0.01%	2141
2022 Q1	–	Sell	-1,171	Closed	-$80K	–	3545
2021 Q4	$80K	Buy	+1,171	New	+$77K	﹤0.01%	3438

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Marshall Wace's FHLC Position: Q1 2026 in Review

Marshall Wace sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 9,475 shares — an estimated $704K sold.

Marshall Wace first reported a position in FHLC in Q4 2021 and held it in 8 quarters. The position peaked at $907K in Q3 2024. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Marshall Wace reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 9,475 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $704K.
Marshall Wace first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and held it in 8 quarters.
Marshall Wace's Fidelity MSCI Health Care Index ETF position peaked at $907K in Q3 2024.
361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.