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

Mission 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
2026 Q2	$773K	Buy	10,006 +2	+0%	+$144	0.01%	550
2026 Q1	$704K	Sell	10,004 -736	-7%	-$54.3K	0.01%	405
2025 Q4	$798K	Sell	10,740 -714	-6%	-$51.4K	0.02%	386
2025 Q3	$766K	Sell	11,454 -17,254	-60%	-$1.11M	0.02%	389
2025 Q2	$1.84M	Buy	28,708 +20,304	+242%	+$1.29M	0.04%	224
2025 Q1	$574K	Buy	8,404 +18	+0.2%	+$1.24K	0.01%	420
2024 Q4	$548K	Buy	8,386 +3	+0%	+$208	0.01%	407
2024 Q3	$610K	Buy	8,383 +379	+5%	+$27.1K	0.01%	393
2024 Q2	$549K	Sell	8,004 -437	-5%	-$29.5K	0.01%	386
2024 Q1	$589K	Sell	8,441 -1,258	-13%	-$85.2K	0.02%	397
2023 Q4	$627K	Buy	9,699 +5,134	+112%	+$314K	0.02%	327
2023 Q3	$277K	Sell	4,565 -229	-5%	-$14.4K	0.01%	455
2023 Q2	$303K	Sell	4,794 -1,252	-21%	-$78.5K	0.01%	451
2023 Q1	$372K	Sell	6,046 -444	-7%	-$27.6K	0.02%	401
2022 Q4	$415K	Buy	6,490 +911	+16%	+$57K	0.02%	359
2022 Q3	$322K	Buy	5,579 +1,418	+34%	+$87.2K	0.02%	379
2022 Q2	$252K	Buy	4,161 +907	+28%	+$56.3K	0.01%	429
2022 Q1	$214K	Buy	3,254 +2	+0.1%	+$127	0.01%	489
2021 Q4	$223K	Buy	3,252 +1	+0%	+$66	0.01%	494
2021 Q3	$207K	Buy	3,251 +1	+0%	+$66	0.01%	483
2021 Q2	$207K	Buy	+3,250	New	+$200K	0.01%	462

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

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

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

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

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mission Wealth Management's FHLC Position: Q2 2026 in Review

Mission Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.02% in Q2 2026, buying an estimated $144 and bringing the position to 10,006 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #550.

Mission Wealth Management first reported a position in FHLC in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.84M in Q2 2025. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Mission Wealth Management held 10,006 shares of Fidelity MSCI Health Care Index ETF worth $773K as of Q2 2026.
Mission Wealth Management bought 2 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $144.
Fidelity MSCI Health Care Index ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #550 holding.
Mission Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and has held it in 21 quarters since.
Mission Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $1.84M in Q2 2025.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.