Retirement Planning Group (Kansas)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Retirement Planning Group (Kansas)’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	$961K	Sell	12,445 -295	-2%	-$21.2K	0.02%	236
2026 Q1	$896K	Sell	12,740 -278	-2%	-$20.5K	0.03%	216
2025 Q4	$967K	Sell	13,018 -11	-0.1%	-$792	0.03%	196
2025 Q3	$871K	Buy	13,029 +70	+0.5%	+$4.52K	0.03%	197
2025 Q2	$829K	Buy	12,959 +13	+0.1%	+$828	0.04%	168
2025 Q1	$884K	Hold	12,946	–	–	0.04%	148
2024 Q4	$846K	Hold	12,946	–	–	0.04%	140
2024 Q3	$942K	Hold	12,946	–	–	0.05%	126
2024 Q2	$888K	Sell	12,946 -104	-0.8%	-$7.03K	0.06%	111
2024 Q1	$911K	Sell	13,050 -883	-6%	-$59.8K	0.07%	107
2023 Q4	$901K	Buy	+13,933	New	+$851K	0.08%	86

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

Retirement Planning Group (Kansas)'s FHLC Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.3% in Q2 2026, selling an estimated $21.2K and leaving 12,445 shares worth $961K. The position accounts for 0.02% of the portfolio, ranked #236.

Retirement Planning Group (Kansas) first reported a position in FHLC in Q4 2023 and has held it in 11 quarters since. The position peaked at $967K in Q4 2025. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Retirement Planning Group (Kansas) held 12,445 shares of Fidelity MSCI Health Care Index ETF worth $961K as of Q2 2026.
Retirement Planning Group (Kansas) sold 295 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $21.2K.
Fidelity MSCI Health Care Index ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #236 holding.
Retirement Planning Group (Kansas) first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 11 quarters since.
Retirement Planning Group (Kansas)'s Fidelity MSCI Health Care Index ETF position peaked at $967K in Q4 2025.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.