Weaver Consulting Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-340	Closed	-$18K	–	401
2020 Q3	$18K	Hold	340	–	–	0.01%	420
2020 Q2	$17K	Hold	340	–	–	0.01%	413
2020 Q1	$15K	Hold	340	–	–	0.01%	370
2019 Q4	$15K	Hold	340	–	–	0.01%	409
2019 Q3	$15K	Buy	340 +111	+48%	+$4.92K	0.01%	400
2019 Q2	$10K	Buy	+229	New	+$9.97K	0.01%	458

Other funds holding FHLC

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

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Envestnet Asset Management

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

Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return