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

WealthShield 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
Q2 		– Sell
-26
Closed -$1.83K – 458
2026
Q1 		$1.83K Buy
+26
New +$1.92K ﹤0.01% 587
2021
Q2 		– Sell
-140
Closed -$8K – 900
2021
Q1 		$8K Buy
+140
New +$8.28K ﹤0.01% 853

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

WealthShield Partners's FHLC Position: Q2 2026 in Review

WealthShield Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2026, closing a stake of 26 shares — an estimated $1.83K sold.

WealthShield Partners first reported a position in FHLC in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • WealthShield Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 26 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $1.83K.
  • WealthShield Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Fidelity MSCI Health Care Index ETF position peaked at $8K in Q1 2021.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.