Root Financial Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Root Financial Partners’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	–	Sell	-593	Closed	-$41.7K	–	1365
2026 Q1	$41.7K	Sell	593 -4	-0.7%	-$295	﹤0.01%	959
2025 Q4	$44.3K	Buy	597 +97	+19%	+$6.98K	﹤0.01%	765
2025 Q3	$33.4K	Buy	+500	New	+$32.3K	﹤0.01%	836

Other funds holding FHLC

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Root Financial Partners's FHLC Position: Q2 2026 in Review

Root Financial Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026, closing a stake of 593 shares — an estimated $41.7K sold.

Root Financial Partners first reported a position in FHLC in Q3 2025 and held it in 3 quarters. The position peaked at $44.3K in Q4 2025. 150 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Root Financial Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 593 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $41.7K.
Root Financial Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Fidelity MSCI Health Care Index ETF position peaked at $44.3K in Q4 2025.
150 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.