PSF
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Pacific Sun Financial’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Pacific Sun 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
2026
Q2 		$626K Buy
8,102
+324
+4% +$23.3K 0.26% 118
2026
Q1 		$547K Buy
7,778
+1,245
+19% +$91.9K 0.27% 118
2025
Q4 		$485K Sell
6,533
-223
-3% -$16.1K 0.23% 119
2025
Q3 		$452K Buy
6,756
+255
+4% +$16.5K 0.22% 126
2025
Q2 		$416K Sell
6,501
-402
-6% -$25.6K 0.22% 129
2025
Q1 		$472K Buy
6,903
+170
+3% +$11.7K 0.27% 117
2024
Q4 		$440K Buy
6,733
+1,700
+34% +$118K 0.24% 120
2024
Q3 		$366K Sell
5,033
-30
-0.6% -$2.15K 0.2% 133
2024
Q2 		$347K Buy
5,063
+45
+0.9% +$3.04K 0.21% 133
2024
Q1 		$350K Sell
5,018
-300
-6% -$20.3K 0.2% 136
2023
Q4 		$344K Sell
5,318
-157
-3% -$9.59K 0.22% 125
2023
Q3 		$332K Sell
5,475
-100
-2% -$6.28K 0.23% 119
2023
Q2 		$343K Buy
+5,575
New +$350K 0.23% 122
2022
Q4 		$346K Sell
5,405
-380
-7% -$23.8K 0.24% 123
2022
Q3 		$334K Sell
5,785
-120
-2% -$7.38K 0.23% 126
2022
Q2 		$358K Buy
5,905
+1,635
+38% +$101K 0.24% 123
2022
Q1 		$280K Buy
+4,270
New +$272K 0.15% 150

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

Pacific Sun Financial's FHLC Position: Q2 2026 in Review

Pacific Sun Financial increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 4.2% in Q2 2026, buying an estimated $23.3K and bringing the position to 8,102 shares worth $626K. The position accounts for 0.26% of the portfolio, ranked #118.

Pacific Sun Financial first reported a position in FHLC in Q1 2022 and has held it in 17 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Pacific Sun Financial held 8,102 shares of Fidelity MSCI Health Care Index ETF worth $626K as of Q2 2026.
  • Pacific Sun Financial bought 324 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $23.3K.
  • Fidelity MSCI Health Care Index ETF made up 0.26% of Pacific Sun Financial's portfolio in Q2 2026, its #118 holding.
  • Pacific Sun Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and has held it in 17 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.