Sound View Wealth Advisors Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sound View Wealth Advisors 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 Q2	$207K	Buy	+2,679	New	+$192K	0.01%	425
2024 Q4	–	Sell	-3,013	Closed	-$219K	–	418
2024 Q3	$219K	Buy	+3,013	New	+$216K	0.02%	387

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

Sound View Wealth Advisors Group's FHLC Position: Q2 2026 in Review

Sound View Wealth Advisors Group opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026: 2,679 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Sound View Wealth Advisors Group previously reported a position in FHLC as recently as Q3 2024.

Sound View Wealth Advisors Group first reported a position in FHLC in Q3 2024 and has held it in 2 quarters since. The position peaked at $219K in Q3 2024. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Sound View Wealth Advisors Group held 2,679 shares of Fidelity MSCI Health Care Index ETF worth $207K as of Q2 2026.
Fidelity MSCI Health Care Index ETF was a new Sound View Wealth Advisors Group position in Q2 2026.
Fidelity MSCI Health Care Index ETF made up 0.01% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #425 holding.
Sound View Wealth Advisors Group first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2024 and has held it in 2 quarters since.
Sound View Wealth Advisors Group's Fidelity MSCI Health Care Index ETF position peaked at $219K in Q3 2024.
382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.