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Mutual Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Mutual Advisors’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 		– Sell
-4,311
Closed -$303K – 1415
2026
Q1 		$303K Sell
4,311
-193
-4% -$14.2K 0.01% 1120
2025
Q4 		$335K Buy
4,504
+60
+1% +$4.32K 0.01% 1037
2025
Q3 		$312K Buy
+4,444
New +$287K 0.01% 1037
2025
Q2 		– Sell
-4,144
Closed -$269K – 1182
2025
Q1 		$269K Sell
4,144
-3,155
-43% -$217K 0.01% 929
2024
Q4 		$490K Buy
7,299
+1,025
+16% +$71.2K 0.01% 706
2024
Q3 		$444K Buy
6,274
+1,496
+31% +$107K 0.01% 752
2024
Q2 		$339K Buy
4,778
+654
+16% +$44.2K 0.01% 840
2024
Q1 		$288K Buy
4,124
+243
+6% +$16.5K 0.01% 885
2023
Q4 		$251K Sell
3,881
-662
-15% -$40.4K 0.01% 882
2023
Q3 		$275K Sell
4,543
-458
-9% -$28.8K 0.01% 808
2023
Q2 		$316K Sell
5,001
-208
-4% -$13K 0.01% 794
2023
Q1 		$320K Sell
5,209
-3,327
-39% -$207K 0.01% 754
2022
Q4 		$546K Sell
8,536
-667
-7% -$41.7K 0.02% 561
2022
Q3 		$531K Buy
9,203
+1,343
+17% +$82.6K 0.03% 543
2022
Q2 		$477K Sell
7,860
-5,997
-43% -$372K 0.03% 548
2022
Q1 		$910K Buy
13,857
+1,000
+8% +$63.7K 0.05% 406
2021
Q4 		$883K Buy
12,857
+106
+0.8% +$6.97K 0.05% 421
2021
Q3 		$814K Buy
12,751
+1,161
+10% +$76.7K 0.05% 404
2021
Q2 		$739K Buy
11,590
+2,186
+23% +$135K 0.04% 432
2021
Q1 		$554K Buy
9,404
+417
+5% +$24.7K 0.04% 458
2020
Q4 		$519K Buy
8,987
+1,411
+19% +$77.9K 0.04% 458
2020
Q3 		$398K Buy
7,576
+1,350
+22% +$70.6K 0.03% 474
2020
Q2 		$310K Buy
+6,226
New +$302K 0.03% 499
2020
Q1 		– Sell
-7,821
Closed -$389K – 590
2019
Q4 		$389K Buy
7,821
+352
+5% +$16.3K 0.04% 405
2019
Q3 		$324K Buy
7,469
+113
+2% +$5K 0.04% 400
2019
Q2 		$331K Buy
7,356
+117
+2% +$5.1K 0.04% 427
2019
Q1 		$322K Buy
7,239
+1,681
+30% +$73.3K 0.05% 352
2018
Q4 		$230K Buy
+5,558
New +$244K 0.05% 380

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mutual Advisors's FHLC Position: Q2 2026 in Review

Mutual Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026, closing a stake of 4,311 shares — an estimated $303K sold.

Mutual Advisors first reported a position in FHLC in Q4 2018 and held it in 28 quarters. The position peaked at $910K in Q1 2022. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Mutual Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2026 after selling out during the quarter.
  • Mutual Advisors sold 4,311 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $303K.
  • Mutual Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 28 quarters.
  • Mutual Advisors's Fidelity MSCI Health Care Index ETF position peaked at $910K in Q1 2022.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.