SageView Advisory Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

SageView Advisory Group’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	–	Sell	-8,884	Closed	-$660K	–	1214
2025 Q4	$660K	Buy	+8,884	New	+$640K	0.02%	312
2024 Q1	–	Sell	-4,372	Closed	-$290K	–	588
2023 Q4	$290K	Buy	+4,372	New	+$267K	0.01%	519

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SageView Advisory Group's FHLC Position: Q1 2026 in Review

SageView Advisory Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2026, closing a stake of 8,884 shares — an estimated $660K sold.

SageView Advisory Group first reported a position in FHLC in Q4 2023 and held it in 2 quarters. The position peaked at $660K in Q4 2025. 361 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

SageView Advisory Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 8,884 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $660K.
SageView Advisory Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 2 quarters.
SageView Advisory Group's Fidelity MSCI Health Care Index ETF position peaked at $660K in Q4 2025.
361 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.