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

SVB 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
Q2 		$304K Buy
3,938
+4
+0.1% +$287 0.02% 328
2026
Q1 		$277K Buy
3,934
+3
+0.1% +$221 0.02% 330
2025
Q4 		$292K Sell
3,931
-870
-18% -$62.6K 0.02% 339
2025
Q3 		$321K Buy
4,801
+4
+0.1% +$258 0.02% 342
2025
Q2 		$307K Buy
+4,797
New +$305K 0.02% 362
2025
Q1 		– Sell
-4,789
Closed -$313K – 1580
2024
Q4 		$313K Buy
+4,789
New +$333K 0.01% 542
2024
Q3 		– Sell
-4,932
Closed -$338K – 219
2024
Q2 		$338K Sell
4,932
-6,220
-56% -$420K 0.01% 528
2024
Q1 		$778K Sell
11,152
-2,165
-16% -$147K 0.02% 393
2023
Q4 		$861K Sell
13,317
-3,648
-22% -$223K 0.02% 362
2023
Q3 		$1.03M Sell
16,965
-573
-3% -$36K 0.02% 316
2023
Q2 		$1.11M Buy
17,538
+4
+0% +$251 0.02% 328
2023
Q1 		$1.08M Sell
17,534
-3,651
-17% -$227K 0.02% 360
2022
Q4 		$1.36M Sell
21,185
-57
-0.3% -$3.56K 0.02% 343
2022
Q3 		$1.23M Sell
21,242
-1,235
-5% -$75.9K 0.02% 332
2022
Q2 		$1.36M Sell
22,477
-1,135
-5% -$70.4K 0.02% 268
2022
Q1 		$1.55M Sell
23,612
-5,622
-19% -$358K 0.02% 258
2021
Q4 		$2.01M Sell
29,234
-731
-2% -$48.1K 0.03% 221
2021
Q3 		$1.91M Hold
29,965
– – 0.02% 267
2021
Q2 		$1.91M Sell
29,965
-2,117
-7% -$130K 0.02% 265
2021
Q1 		$1.89M Buy
32,082
+239
+0.8% +$14.1K 0.03% 248
2020
Q4 		$1.84M Sell
31,843
-9,711
-23% -$536K 0.03% 249
2020
Q3 		$2.19M Sell
41,554
-22,248
-35% -$1.16M 0.04% 209
2020
Q2 		$3.17M Sell
63,802
-54,855
-46% -$2.66M 0.06% 165
2020
Q1 		$5.1M Sell
118,657
-44,435
-27% -$2.11M 0.12% 109
2019
Q4 		$8.11M Buy
163,092
+38,558
+31% +$1.79M 0.15% 112
2019
Q3 		$5.4M Sell
124,534
-13,528
-10% -$599K 0.11% 128
2019
Q2 		$6.21M Buy
+138,062
New +$6.01M 0.21% 119

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SVB Wealth's FHLC Position: Q2 2026 in Review

SVB Wealth increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.1% in Q2 2026, buying an estimated $287 and bringing the position to 3,938 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #328.

SVB Wealth first reported a position in FHLC in Q2 2019 and has held it in 27 quarters since. The position peaked at $8.11M in Q4 2019. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • SVB Wealth held 3,938 shares of Fidelity MSCI Health Care Index ETF worth $304K as of Q2 2026.
  • SVB Wealth bought 4 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $287.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of SVB Wealth's portfolio in Q2 2026, its #328 holding.
  • SVB Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's Fidelity MSCI Health Care Index ETF position peaked at $8.11M in Q4 2019.
  • 381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.