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

Modern 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	$8.76M	Buy	113,358 +1,056	+0.9%	+$75.9K	0.1%	198
2026 Q1	$7.96M	Sell	112,302 -228	-0.2%	-$16.8K	0.14%	159
2025 Q4	$8.36M	Sell	112,530 -3,716	-3%	-$268K	0.15%	148
2025 Q3	$7.77M	Sell	116,246 -18,404	-14%	-$1.19M	0.15%	144
2025 Q2	$8.61M	Buy	134,650 +106,124	+372%	+$6.76M	0.21%	106
2025 Q1	$1.95M	Buy	28,526 +403	+1%	+$27.7K	0.06%	209
2024 Q4	$1.84M	Buy	+28,123	New	+$1.95M	0.07%	189

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

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

Modern Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.94% in Q2 2026, buying an estimated $75.9K and bringing the position to 113,358 shares worth $8.76M. The position accounts for 0.1% of the portfolio, ranked #198.

Modern Wealth Management first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Modern Wealth Management held 113,358 shares of Fidelity MSCI Health Care Index ETF worth $8.76M as of Q2 2026.
Modern Wealth Management bought 1,056 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $75.9K.
Fidelity MSCI Health Care Index ETF made up 0.1% of Modern Wealth Management's portfolio in Q2 2026, its #198 holding.
Modern Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.