World Equity Group
FHLC icon

World Equity Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

World Equity 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
2026
Q3 		– Sell
-4,497
Closed -$348K – 299
2026
Q2 		$348K Buy
+4,497
New +$323K 0.08% 285

Other funds holding FHLC

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Investors Research Corp
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Buttonwood Financial Advisors
Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return
Marotta Asset Management
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

World Equity Group's FHLC Position: Q3 2026 in Review

World Equity Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2026, closing a stake of 4,497 shares — an estimated $348K sold.

World Equity Group first reported a position in FHLC in Q2 2026 and held it in 1 quarter. The position peaked at $348K in Q2 2026. 115 funds tracked by Wall St. Rank hold FHLC as of Q3 2026.

  • World Equity Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 4,497 Fidelity MSCI Health Care Index ETF shares in Q3 2026, an estimated $348K.
  • World Equity Group first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2026 and held it in 1 quarter.
  • World Equity Group's Fidelity MSCI Health Care Index ETF position peaked at $348K in Q2 2026.
  • 115 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.