WealthCare Investment Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

WealthCare Investment Partners’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 Q1	$253K	Sell	3,608 -84	-2%	-$6.2K	0.07%	168
2025 Q4	$275K	Sell	3,692 -230	-6%	-$16.6K	0.08%	155
2025 Q3	$269K	Sell	3,922 -910	-19%	-$58.8K	0.09%	149
2025 Q2	$311K	Sell	4,832 -74	-2%	-$4.71K	0.11%	125
2025 Q1	$305K	Buy	4,906 +148	+3%	+$10.2K	0.13%	117
2024 Q4	$311K	Buy	4,758 +85	+2%	+$5.91K	0.14%	111
2024 Q3	$333K	Sell	4,673 -101	-2%	-$7.23K	0.15%	105
2024 Q2	$328K	Buy	4,774 +181	+4%	+$12.2K	0.15%	102
2024 Q1	$320K	Sell	4,593 -115	-2%	-$7.79K	0.15%	100
2023 Q4	$313K	Sell	4,708 -55	-1%	-$3.36K	0.17%	97
2023 Q3	$288K	Buy	4,763 +969	+26%	+$60.9K	0.17%	90
2023 Q2	$238K	Buy	+3,794	New	+$238K	0.14%	103

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthCare Investment Partners's FHLC Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 2.3% in Q1 2026, selling an estimated $6.2K and leaving 3,608 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #168.

WealthCare Investment Partners first reported a position in FHLC in Q2 2023 and has held it in 12 quarters since. The position peaked at $333K in Q3 2024. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

WealthCare Investment Partners held 3,608 shares of Fidelity MSCI Health Care Index ETF worth $253K as of Q1 2026.
WealthCare Investment Partners sold 84 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $6.2K.
Fidelity MSCI Health Care Index ETF made up 0.07% of WealthCare Investment Partners's portfolio in Q1 2026, its #168 holding.
WealthCare Investment Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and has held it in 12 quarters since.
WealthCare Investment Partners's Fidelity MSCI Health Care Index ETF position peaked at $333K in Q3 2024.
359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.