West Branch Capital’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

West Branch Capital’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
2025 Q4	–	Sell	-1	Closed	-$75	–	437
2025 Q3	$75	Hold	1	–	–	﹤0.01%	449
2025 Q2	$75	Hold	1	–	–	﹤0.01%	469
2025 Q1	$80	Hold	1	–	–	﹤0.01%	522
2024 Q4	$76	Hold	1	–	–	﹤0.01%	535
2024 Q3	$85	Hold	1	–	–	﹤0.01%	552
2024 Q2	$80	Hold	1	–	–	﹤0.01%	428
2024 Q1	$81	Hold	1	–	–	﹤0.01%	421
2023 Q4	$75	Hold	1	–	–	﹤0.01%	439
2023 Q3	$70	Sell	1 -2	-67%	-$126	﹤0.01%	436
2023 Q2	$198	Hold	3	–	–	﹤0.01%	434
2023 Q1	$193	Hold	3	–	–	﹤0.01%	442
2022 Q4	$199	Hold	3	–	–	﹤0.01%	440
2022 Q3	$0	Hold	3	–	–	﹤0.01%	453
2022 Q2	$0	Hold	3	–	–	﹤0.01%	433
2022 Q1	$0	Hold	3	–	–	﹤0.01%	444
2021 Q4	$0	Hold	3	–	–	﹤0.01%	459
2021 Q3	$0	Hold	3	–	–	﹤0.01%	438
2021 Q2	$0	Buy	+3	New	+$185	﹤0.01%	443

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 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

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

West Branch Capital's FHLC Position: Q4 2025 in Review

West Branch Capital sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2025, closing a stake of 1 share — an estimated $75 sold.

West Branch Capital first reported a position in FHLC in Q2 2021 and held it in 18 quarters. The position peaked at $199 in Q4 2022. 356 funds tracked by Wall St. Rank hold FHLC as of Q4 2025.

West Branch Capital reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 1 Fidelity MSCI Health Care Index ETF share in Q4 2025, an estimated $75.
West Branch Capital first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and held it in 18 quarters.
West Branch Capital's Fidelity MSCI Health Care Index ETF position peaked at $199 in Q4 2022.
356 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.