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

PUREfi Wealth’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	$433K	Hold	5,599	–	–	0.24%	110
2026 Q1	$394K	Hold	5,599	–	–	0.26%	106
2025 Q4	$416K	Hold	5,599	–	–	0.32%	85
2025 Q3	$374K	Hold	5,599	–	–	0.29%	101
2025 Q2	$358K	Hold	5,599	–	–	0.29%	94
2025 Q1	$383K	Hold	5,599	–	–	0.38%	75
2024 Q4	$366K	Buy	+5,599	New	+$389K	0.36%	75

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

PUREfi Wealth's FHLC Position: Q2 2026 in Review

PUREfi Wealth held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2026 at 5,599 shares worth $433K. The position accounts for 0.24% of the portfolio, ranked #110.

PUREfi Wealth first reported a position in FHLC in Q4 2024 and has held it in 7 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

PUREfi Wealth held 5,599 shares of Fidelity MSCI Health Care Index ETF worth $433K as of Q2 2026.
PUREfi Wealth left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.24% of PUREfi Wealth's portfolio in Q2 2026, its #110 holding.
PUREfi Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 7 quarters since.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.