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 Q3	$4.98K	Hold	61	–	–	﹤0.01%	1138
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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

Physician Wealth Advisors's FHLC Position: Q3 2026 in Review

Physician Wealth Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2026 at 61 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Physician Wealth Advisors first reported a position in FHLC in Q4 2024 and has held it in 8 quarters since. 232 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Physician Wealth Advisors held 61 shares of Fidelity MSCI Health Care Index ETF worth $4.98K as of Q3 2026.
Physician Wealth Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2026.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1138 holding.
Physician Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 8 quarters since.
232 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.