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

Mirsky Financial 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
2021 Q4	$317K	Sell	4,621 -86	-2%	-$5.65K	0.13%	44
2021 Q3	$300K	Sell	4,707 -1,205	-20%	-$79.6K	0.13%	39
2021 Q2	$377K	Sell	5,912 -79,526	-93%	-$4.9M	0.17%	37
2021 Q1	$5.04M	Sell	85,438 -2,503	-3%	-$148K	2.34%	18
2020 Q4	$5.08M	Sell	87,941 -25,862	-23%	-$1.43M	2.61%	15
2020 Q3	$5.99M	Sell	113,803 -2,214	-2%	-$116K	3.39%	10
2020 Q2	$5.77M	Buy	116,017 +39,154	+51%	+$1.9M	3.47%	10
2020 Q1	$3.3M	Buy	76,863 +2,533	+3%	+$120K	2.33%	18
2019 Q4	$3.7M	Buy	74,330 +4,878	+7%	+$227K	2.4%	16
2019 Q3	$3.01M	Buy	69,452 +1,080	+2%	+$47.8K	2.16%	17
2019 Q2	$3.08M	Buy	68,372 +2,134	+3%	+$93K	2.31%	17
2019 Q1	$2.95M	Buy	+66,238	New	+$2.89M	2.29%	17

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

RWP

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Mirsky Financial Management's FHLC Position: Q4 2021 in Review

Mirsky Financial Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 1.8% in Q4 2021, selling an estimated $5.65K and leaving 4,621 shares worth $317K. The position accounts for 0.13% of the portfolio, ranked #44.

Mirsky Financial Management first reported a position in FHLC in Q1 2019 and has held it in 12 quarters since. The position peaked at $5.99M in Q3 2020. 263 funds tracked by Wall St. Rank hold FHLC as of Q4 2021.

Mirsky Financial Management held 4,621 shares of Fidelity MSCI Health Care Index ETF worth $317K as of Q4 2021.
Mirsky Financial Management sold 86 Fidelity MSCI Health Care Index ETF shares in Q4 2021, an estimated $5.65K.
Fidelity MSCI Health Care Index ETF made up 0.13% of Mirsky Financial Management's portfolio in Q4 2021, its #44 holding.
Mirsky Financial Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2019 and has held it in 12 quarters since.
Mirsky Financial Management's Fidelity MSCI Health Care Index ETF position peaked at $5.99M in Q3 2020.
263 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.