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

River 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 Q2	$272K	Sell	3,527 -83	-2%	-$5.96K	0.03%	194
2026 Q1	$254K	Buy	3,610 +16	+0.4%	+$1.18K	0.03%	187
2025 Q4	$267K	Sell	3,594 -94	-3%	-$6.77K	0.03%	186
2025 Q3	$247K	Sell	3,688 -929	-20%	-$60K	0.03%	190
2025 Q2	$295K	Sell	4,617 -183	-4%	-$11.7K	0.04%	183
2025 Q1	$328K	Sell	4,800 -152	-3%	-$10.4K	0.05%	168
2024 Q4	$324K	Buy	4,952 +588	+13%	+$40.9K	0.04%	174
2024 Q3	$318K	Buy	4,364 +21	+0.5%	+$1.5K	0.04%	173
2024 Q2	$298K	Buy	4,343 +60	+1%	+$4.05K	0.04%	170
2024 Q1	$299K	Buy	4,283 +49	+1%	+$3.32K	0.04%	172
2023 Q4	$274K	Buy	4,234 +469	+12%	+$28.6K	0.04%	178
2023 Q3	$228K	Sell	3,765 -798	-17%	-$50.1K	0.04%	191
2023 Q2	$288K	Sell	4,563 -169	-4%	-$10.6K	0.05%	182
2023 Q1	$291K	Buy	4,732 +41	+0.9%	+$2.54K	0.05%	177
2022 Q4	$300K	Buy	4,691 +143	+3%	+$8.94K	0.06%	181
2022 Q3	$262K	Buy	4,548 +211	+5%	+$13K	0.06%	181
2022 Q2	$263K	Sell	4,337 -148	-3%	-$9.19K	0.05%	192
2022 Q1	$294K	Buy	4,485 +437	+11%	+$27.8K	0.05%	192
2021 Q4	$278K	Sell	4,048 -385	-9%	-$25.3K	0.04%	197
2021 Q3	$283K	Buy	4,433 +617	+16%	+$40.8K	0.05%	185
2021 Q2	$243K	Buy	3,816 +183	+5%	+$11.3K	0.04%	196
2021 Q1	$214K	Buy	3,633 +162	+5%	+$9.58K	0.04%	204
2020 Q4	$200K	Buy	+3,471	New	+$192K	0.04%	202
2019 Q1	–	Sell	-2,030	Closed	-$84K	–	258
2018 Q4	$84K	Buy	2,030 +101	+5%	+$4.44K	0.04%	199
2018 Q3	$90K	Buy	1,929 +405	+27%	+$18.1K	0.03%	213
2018 Q2	$63K	Buy	+1,524	New	+$62.1K	0.02%	252

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

River Wealth Advisors's FHLC Position: Q2 2026 in Review

River Wealth Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.3% in Q2 2026, selling an estimated $5.96K and leaving 3,527 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #194.

River Wealth Advisors first reported a position in FHLC in Q2 2018 and has held it in 26 quarters since. The position peaked at $328K in Q1 2025. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

River Wealth Advisors held 3,527 shares of Fidelity MSCI Health Care Index ETF worth $272K as of Q2 2026.
River Wealth Advisors sold 83 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $5.96K.
Fidelity MSCI Health Care Index ETF made up 0.03% of River Wealth Advisors's portfolio in Q2 2026, its #194 holding.
River Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2018 and has held it in 26 quarters since.
River Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $328K in Q1 2025.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.