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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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $26.4B AUM 21.05% 1-Year Est. Return

PUREfi Wealth's FHLC Position: Q1 2026 in Review

PUREfi Wealth held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q1 2026 at 5,599 shares worth $394K. The position accounts for 0.26% of the portfolio, ranked #106.

PUREfi Wealth first reported a position in FHLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q4 2025. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

  • PUREfi Wealth held 5,599 shares of Fidelity MSCI Health Care Index ETF worth $394K as of Q1 2026.
  • PUREfi Wealth left its Fidelity MSCI Health Care Index ETF share count unchanged in Q1 2026.
  • Fidelity MSCI Health Care Index ETF made up 0.26% of PUREfi Wealth's portfolio in Q1 2026, its #106 holding.
  • PUREfi Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's Fidelity MSCI Health Care Index ETF position peaked at $416K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.