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

Physician Wealth 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	$4.71K	Hold	61	–	–	﹤0.01%	1129
2026 Q1	$4.29K	Hold	61	–	–	﹤0.01%	1060
2025 Q4	$4.53K	Hold	61	–	–	﹤0.01%	1001
2025 Q3	$4.08K	Hold	61	–	–	﹤0.01%	981
2025 Q2	$3.9K	Hold	61	–	–	﹤0.01%	864
2025 Q1	$4.17K	Hold	61	–	–	﹤0.01%	765
2024 Q4	$3.99K	Buy	+61	New	+$4.24K	﹤0.01%	765

Other funds holding FHLC

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

HWM

Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Physician Wealth Advisors's FHLC Position: Q2 2026 in Review

Physician Wealth Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 61 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Physician Wealth Advisors first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Physician Wealth Advisors held 61 shares of Fidelity MSCI Health Care Index ETF worth $4.71K as of Q2 2026.
Physician Wealth Advisors 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 Physician Wealth Advisors's portfolio in Q2 2026, its #1129 holding.
Physician Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
178 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.