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Williams & Novak’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Williams & Novak’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
Q2 		– Sell
-3,297
Closed -$221K – 140
2025
Q1 		$221K Hold
3,297
– – 0.22% 92
2024
Q4 		$215K Sell
3,297
-200
-6% -$13.9K 0.21% 99
2024
Q3 		$255K Buy
3,497
+43
+1% +$3.08K 0.24% 92
2024
Q2 		$237K Hold
3,454
– – 0.22% 95
2024
Q1 		$223K Hold
3,454
– – 0.25% 75
2023
Q4 		$223K Buy
+3,454
New +$211K 0.25% 75

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 $751B AUM 38.74% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Williams & Novak's FHLC Position: Q2 2025 in Review

Williams & Novak sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2025, closing a stake of 3,297 shares — an estimated $221K sold.

Williams & Novak first reported a position in FHLC in Q4 2023 and held it in 6 quarters. The position peaked at $255K in Q3 2024. 336 funds tracked by Wall St. Rank hold FHLC as of Q2 2025.

  • Williams & Novak reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2025 after selling out during the quarter.
  • Williams & Novak sold 3,297 Fidelity MSCI Health Care Index ETF shares in Q2 2025, an estimated $221K.
  • Williams & Novak first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 6 quarters.
  • Williams & Novak's Fidelity MSCI Health Care Index ETF position peaked at $255K in Q3 2024.
  • 336 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2025.

Based on Williams & Novak's 13F filing for Q2 2025, filed 24 Jul 2025.