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

Unique Wealth Strategies’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
2024
Q3 		– Sell
-100
Closed -$6.98K – 377
2024
Q2 		$6.98K Buy
+100
New +$6.76K ﹤0.01% 360

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Unique Wealth Strategies's FHLC Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 100 shares — an estimated $6.98K sold.

Unique Wealth Strategies first reported a position in FHLC in Q2 2024 and held it in 1 quarter. The position peaked at $6.98K in Q2 2024. 315 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 100 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $6.98K.
  • Unique Wealth Strategies first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Fidelity MSCI Health Care Index ETF position peaked at $6.98K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.