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

Milestone Wealth’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
Q3 		$298K Hold
5,175
– – 0.33% 33
2022
Q2 		$314K Hold
5,175
– – 0.33% 34
2022
Q1 		$355K Hold
5,175
– – 0.29% 36
2021
Q4 		$355K Buy
+5,175
New +$340K 0.28% 36

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Wealth's FHLC Position: Q3 2022 in Review

Milestone Wealth held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2022 at 5,175 shares worth $298K. The position accounts for 0.33% of the portfolio, ranked #33.

Milestone Wealth first reported a position in FHLC in Q4 2021 and has held it in 4 quarters since. The position peaked at $355K in Q1 2022. 269 funds tracked by Wall St. Rank hold FHLC as of Q3 2022.

  • Milestone Wealth held 5,175 shares of Fidelity MSCI Health Care Index ETF worth $298K as of Q3 2022.
  • Milestone Wealth left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2022.
  • Fidelity MSCI Health Care Index ETF made up 0.33% of Milestone Wealth's portfolio in Q3 2022, its #33 holding.
  • Milestone Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Fidelity MSCI Health Care Index ETF position peaked at $355K in Q1 2022.
  • 269 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.