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

Simplicity Wealth’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 Q3	$840K	Buy	+10,283	New	+$833K	0.02%	514

Other funds holding FHLC

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Simplicity Wealth's FHLC Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2026: 10,283 shares worth $840K. The stake represents 0.02% of the portfolio and ranks #514 among its holdings.

115 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

Simplicity Wealth held 10,283 shares of Fidelity MSCI Health Care Index ETF worth $840K as of Q3 2026.
Fidelity MSCI Health Care Index ETF was a new Simplicity Wealth position in Q3 2026.
Fidelity MSCI Health Care Index ETF made up 0.02% of Simplicity Wealth's portfolio in Q3 2026, its #514 holding.
115 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.