MFG
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Monumental Financial Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Monumental Financial Group’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
2024
Q3 		$9.03M Buy
124,049
+20,853
+20% +$1.49M 3.35% 10
2024
Q2 		$7.08M Buy
103,196
+18,873
+22% +$1.28M 3.09% 11
2024
Q1 		$5.88M Buy
84,323
+3,132
+4% +$212K 3.13% 10
2023
Q4 		$5.25M Buy
81,191
+10,251
+14% +$626K 3.13% 11
2023
Q3 		$4.3M Sell
70,940
-777
-1% -$48.8K 2.86% 12
2023
Q2 		$4.53M Buy
71,717
+7,670
+12% +$481K 3.05% 11
2023
Q1 		$3.94M Buy
64,047
+10,819
+20% +$672K 2.82% 13
2022
Q4 		$3.41M Buy
53,228
+11,170
+27% +$698K 2.75% 13
2022
Q3 		$2.42M Buy
42,058
+11,026
+36% +$678K 2.3% 13
2022
Q2 		$1.88M Buy
31,032
+4,610
+17% +$286K 1.73% 15
2022
Q1 		$1.74M Buy
26,422
+5,348
+25% +$340K 1.43% 14
2021
Q4 		$1.45M Buy
21,074
+8,824
+72% +$580K 1.04% 14
2021
Q3 		$782K Buy
12,250
+1,215
+11% +$80.3K 0.62% 14
2021
Q2 		$703K Sell
11,035
-101,622
-90% -$6.26M 0.6% 13
2021
Q1 		$6.64M Buy
+112,657
New +$6.66M 6.34% 6

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Monumental Financial Group's FHLC Position: Q3 2024 in Review

Monumental Financial Group increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 20% in Q3 2024, buying an estimated $1.49M and bringing the position to 124,049 shares worth $9.03M. The position accounts for 3.35% of the portfolio, ranked #10.

Monumental Financial Group first reported a position in FHLC in Q1 2021 and has held it in 15 quarters since. 317 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Monumental Financial Group held 124,049 shares of Fidelity MSCI Health Care Index ETF worth $9.03M as of Q3 2024.
  • Monumental Financial Group bought 20,853 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $1.49M.
  • Fidelity MSCI Health Care Index ETF made up 3.35% of Monumental Financial Group's portfolio in Q3 2024, its #10 holding.
  • Monumental Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and has held it in 15 quarters since.
  • 317 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.