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World Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

World Investment Advisors’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 		$393K Sell
5,543
-226
-4% -$16.2K 0.01% 1070
2026
Q1 		$406K Buy
5,769
+10
+0.2% +$738 0.01% 1089
2025
Q4 		$428K Buy
5,759
+1,641
+40% +$118K 0.01% 1000
2025
Q3 		$275K Sell
4,118
-4,259
-51% -$275K 0.01% 1029
2025
Q2 		$536K Buy
8,377
+515
+7% +$32.8K 0.01% 706
2025
Q1 		$537K Buy
7,862
+77
+1% +$5.29K 0.01% 680
2024
Q4 		$509K Buy
7,785
+17
+0.2% +$1.18K 0.01% 662
2024
Q3 		$565K Buy
7,768
+192
+3% +$13.7K 0.02% 562
2024
Q2 		$520K Buy
7,576
+15
+0.2% +$1.01K 0.03% 397
2024
Q1 		$528K Buy
7,561
+4,032
+114% +$273K 0.08% 209
2023
Q4 		$228K Buy
3,529
+1
+0% +$61 0.03% 342
2023
Q3 		$214K Buy
3,528
+2
+0.1% +$126 0.04% 244
2023
Q2 		$223K Buy
3,526
+2
+0.1% +$125 0.04% 232
2023
Q1 		$217K Buy
3,524
+2
+0.1% +$124 0.05% 216
2022
Q4 		$225K Buy
3,522
+1
+0% +$63 0.05% 210
2022
Q3 		$203K Hold
3,521
– – 0.05% 230
2022
Q2 		$222K Buy
3,521
+137
+4% +$8.5K 0.05% 239
2022
Q1 		$222K Buy
3,384
+89
+3% +$5.67K 0.05% 240
2021
Q4 		$210K Buy
+3,295
New +$217K 0.04% 251
2019
Q4 		– Sell
-5,832
Closed -$253K – 167
2019
Q3 		$253K Sell
5,832
-588
-9% -$26K 0.11% 115
2019
Q2 		$279K Buy
+6,420
New +$280K 0.12% 101

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 22.9% 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

World Investment Advisors's FHLC Position: Q2 2026 in Review

World Investment Advisors reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.9% in Q2 2026, selling an estimated $16.2K and leaving 5,543 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #1070.

World Investment Advisors first reported a position in FHLC in Q2 2019 and has held it in 21 quarters since. The position peaked at $565K in Q3 2024. 385 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • World Investment Advisors held 5,543 shares of Fidelity MSCI Health Care Index ETF worth $393K as of Q2 2026.
  • World Investment Advisors sold 226 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $16.2K.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1070 holding.
  • World Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2019 and has held it in 21 quarters since.
  • World Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $565K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.