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

Montis Financial’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
2025
Q2 		– Sell
-3,992
Closed -$273K – 139
2025
Q1 		$273K Buy
3,992
+92
+2% +$6.32K 0.08% 115
2024
Q4 		$255K Sell
3,900
-1
-0% -$69 0.08% 120
2024
Q3 		$284K Buy
+3,901
New +$279K 0.1% 92

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Montis Financial's FHLC Position: Q2 2025 in Review

Montis Financial sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 3,992 shares — an estimated $273K sold.

Montis Financial first reported a position in FHLC in Q3 2024 and held it in 3 quarters. The position peaked at $284K in Q3 2024. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

  • Montis Financial reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
  • Montis Financial sold 3,992 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $273K.
  • Montis Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and held it in 3 quarters.
  • Montis Financial's Fidelity MSCI Health Care Index ETF position peaked at $284K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Montis Financial's 13F filing for Q2 2025, filed 17 Jul 2025.