N.E.W. Advisory Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

N.E.W. Advisory 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
2026 Q2	$7.72K	Hold	100	–	–	﹤0.01%	680
2026 Q1	$7.04K	Hold	100	–	–	﹤0.01%	691
2025 Q4	$7.43K	Hold	100	–	–	﹤0.01%	662
2025 Q3	$6.69K	Hold	100	–	–	﹤0.01%	630
2025 Q2	$6.39K	Sell	100 -129	-56%	-$8.21K	﹤0.01%	620
2025 Q1	$15.7K	Buy	+229	New	+$15.7K	﹤0.01%	532

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

N.E.W. Advisory Services's FHLC Position: Q2 2026 in Review

N.E.W. Advisory Services held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 100 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

N.E.W. Advisory Services first reported a position in FHLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.7K in Q1 2025. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

N.E.W. Advisory Services held 100 shares of Fidelity MSCI Health Care Index ETF worth $7.72K as of Q2 2026.
N.E.W. Advisory Services left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #680 holding.
N.E.W. Advisory Services first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Fidelity MSCI Health Care Index ETF position peaked at $15.7K in Q1 2025.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.