Transamerica Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Transamerica Financial Advisors’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	$1.99M	Buy	25,754 +19,949	+344%	+$1.43M	0.17%	136
2026 Q1	$409K	Buy	5,805 +3,294	+131%	+$243K	0.03%	305
2025 Q4	$187K	Buy	2,511 +2,034	+426%	+$146K	0.02%	379
2025 Q3	$31.9K	Buy	+477	New	+$30.8K	﹤0.01%	534
2020 Q3	–	Sell	-15	Closed	-$1K	–	281
2020 Q2	$1K	Buy	+15	New	+$727	﹤0.01%	387
2019 Q3	–	Sell	-31	Closed	-$2K	–	238
2019 Q2	$2K	Buy	+31	New	+$1.35K	﹤0.01%	388
2019 Q1	–	Sell	-36	Closed	-$2K	–	217
2018 Q4	$2K	Sell	36 -10	-22%	-$439	﹤0.01%	363
2018 Q3	$3K	Sell	46 -2	-4%	-$89	﹤0.01%	350
2018 Q2	$2K	Sell	48 -4	-8%	-$163	﹤0.01%	315
2018 Q1	$3K	Sell	52 -3	-5%	-$124	﹤0.01%	306
2017 Q4	$3K	Sell	55 -3	-5%	-$119	﹤0.01%	295
2017 Q3	$3K	Sell	58 -11	-16%	-$426	﹤0.01%	298
2017 Q2	$3K	Sell	69 -150	-68%	-$5.5K	﹤0.01%	277
2017 Q1	$8K	Sell	219 -9,637	-98%	-$337K	﹤0.01%	260
2016 Q4	$325K	Sell	9,856 -320	-3%	-$10.6K	0.04%	197
2016 Q3	$351K	Sell	10,176 -633	-6%	-$22.1K	0.04%	210
2016 Q2	$366K	Sell	10,809 -853	-7%	-$28.4K	0.04%	205
2016 Q1	$373K	Sell	11,662 -8,858	-43%	-$279K	0.03%	243
2015 Q4	$709K	Sell	20,520 -10,965	-35%	-$371K	0.05%	204
2015 Q3	$1M	Buy	31,485 +225	+0.7%	+$7.95K	0.08%	155
2015 Q2	$1.13M	Buy	31,260 +16,599	+113%	+$596K	0.08%	167
2015 Q1	$517K	Sell	14,661 -150	-1%	-$5.17K	0.04%	224
2014 Q4	$488K	Buy	+14,811	New	+$474K	0.04%	188

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 22.9% 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

Transamerica Financial Advisors's FHLC Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 344% in Q2 2026, buying an estimated $1.43M and bringing the position to 25,754 shares worth $1.99M. The position accounts for 0.17% of the portfolio, ranked #136.

Transamerica Financial Advisors first reported a position in FHLC in Q4 2014 and has held it in 23 quarters since. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Transamerica Financial Advisors held 25,754 shares of Fidelity MSCI Health Care Index ETF worth $1.99M as of Q2 2026.
Transamerica Financial Advisors bought 19,949 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.43M.
Fidelity MSCI Health Care Index ETF made up 0.17% of Transamerica Financial Advisors's portfolio in Q2 2026, its #136 holding.
Transamerica Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2014 and has held it in 23 quarters since.
385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.