Selective Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Selective Wealth Management’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
2021 Q2	–	Sell	-59	Closed	-$3K	–	517
2021 Q1	$3K	Hold	59	–	–	﹤0.01%	341
2020 Q4	$3K	Hold	59	–	–	﹤0.01%	317
2020 Q3	$3K	Hold	59	–	–	﹤0.01%	267
2020 Q2	$3K	Hold	59	–	–	﹤0.01%	342
2020 Q1	$3K	Hold	59	–	–	﹤0.01%	242
2019 Q4	$3K	Hold	59	–	–	﹤0.01%	258
2019 Q3	$3K	Buy	+59	New	+$2.61K	﹤0.01%	263

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Selective Wealth Management's FHLC Position: Q2 2021 in Review

Selective Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2021, closing a stake of 59 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in FHLC in Q3 2019 and held it in 7 quarters. The position peaked at $3K in Q1 2021. 236 funds tracked by Wall St. Rank hold FHLC as of Q2 2021.

Selective Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2021 after selling out during the quarter.
Selective Wealth Management sold 59 Fidelity MSCI Health Care Index ETF shares in Q2 2021, an estimated $3K.
Selective Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2019 and held it in 7 quarters.
Selective Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $3K in Q1 2021.
236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.