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Plante Moran Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Plante Moran Financial 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
2025
Q2 		– Sell
-173
Closed -$11.8K – 805
2025
Q1 		$11.8K Buy
+173
New +$11.9K ﹤0.01% 544
2024
Q4 		– Sell
-351
Closed -$25.6K – 937
2024
Q3 		$25.6K Hold
351
– – ﹤0.01% 489
2024
Q2 		$24.1K Hold
351
– – ﹤0.01% 452
2024
Q1 		$24.5K Sell
351
-42
-11% -$2.85K ﹤0.01% 468
2023
Q4 		$25.4K Buy
393
+42
+12% +$2.56K ﹤0.01% 416
2023
Q3 		$21.3K Hold
351
– – ﹤0.01% 424
2023
Q2 		$22.2K Buy
351
+25
+8% +$1.57K ﹤0.01% 423
2023
Q1 		$20K Hold
326
– – ﹤0.01% 443
2022
Q4 		$20.9K Sell
326
-9
-3% -$563 ﹤0.01% 449
2022
Q3 		$19K Sell
335
-13
-4% -$799 ﹤0.01% 471
2022
Q2 		$21K Sell
348
-29
-8% -$1.8K ﹤0.01% 455
2022
Q1 		$25K Hold
377
– – ﹤0.01% 447
2021
Q4 		$26K Hold
377
– – ﹤0.01% 494
2021
Q3 		$24K Sell
377
-103
-21% -$6.81K 0.01% 523
2021
Q2 		$31K Hold
480
– – 0.01% 466
2021
Q1 		$28K Buy
480
+13
+3% +$769 0.01% 475
2020
Q4 		$27K Hold
467
– – 0.01% 457
2020
Q3 		$25K Buy
467
+29
+7% +$1.52K 0.01% 443
2020
Q2 		$22K Buy
438
+54
+14% +$2.62K 0.01% 412
2020
Q1 		$17K Sell
384
-14
-4% -$663 0.01% 410
2019
Q4 		$20K Buy
+398
New +$18.5K 0.01% 464

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Plante Moran Financial Advisors's FHLC Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 173 shares — an estimated $11.8K sold.

Plante Moran Financial Advisors first reported a position in FHLC in Q4 2019 and held it in 21 quarters. The position peaked at $31K in Q2 2021. 337 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 173 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $11.8K.
  • Plante Moran Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and held it in 21 quarters.
  • Plante Moran Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $31K in Q2 2021.
  • 337 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.