MIS
FHLC icon

Morningstar Investment Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Morningstar Investment Services’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
Q1 		$2.54M Buy
+37,214
New +$2.55M 0.47% 52

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Morningstar Investment Services's FHLC Position: Q1 2025 in Review

Morningstar Investment Services opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025: 37,214 shares worth $2.54M. The stake represents 0.47% of the portfolio and ranks #52 among its holdings.

350 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

  • Morningstar Investment Services held 37,214 shares of Fidelity MSCI Health Care Index ETF worth $2.54M as of Q1 2025.
  • Fidelity MSCI Health Care Index ETF was a new Morningstar Investment Services position in Q1 2025.
  • Fidelity MSCI Health Care Index ETF made up 0.47% of Morningstar Investment Services's portfolio in Q1 2025, its #52 holding.
  • 350 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.