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Yoder Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Yoder Wealth Management’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 		$7.89M Buy
102,134
+12,204
+14% +$877K 3.08% 7
2026
Q1 		$6.33M Sell
89,930
-5,306
-6% -$392K 2.88% 8
2025
Q4 		$7.07M Buy
95,236
+7,826
+9% +$563K 3.22% 5
2025
Q3 		$5.85M Buy
87,410
+7,083
+9% +$458K 2.77% 10
2025
Q2 		$5.14M Buy
80,327
+3,880
+5% +$247K 2.68% 10
2025
Q1 		$5.22M Buy
76,447
+15,460
+25% +$1.06M 2.94% 9
2024
Q4 		$3.99M Buy
60,987
+7,798
+15% +$542K 2.2% 12
2024
Q3 		$3.87M Buy
53,189
+5,135
+11% +$367K 2.33% 11
2024
Q2 		$3.3M Buy
48,054
+1,946
+4% +$131K 2.13% 12
2024
Q1 		$3.22M Buy
46,108
+776
+2% +$52.6K 2.1% 14
2023
Q4 		$2.93M Buy
45,332
+3,724
+9% +$227K 2.07% 14
2023
Q3 		$2.52M Buy
41,608
+3,970
+11% +$249K 2.08% 13
2023
Q2 		$2.38M Buy
37,638
+2,084
+6% +$131K 1.87% 15
2023
Q1 		$2.19M Buy
+35,554
New +$2.21M 1.82% 14

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 22.96% 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

Yoder Wealth Management's FHLC Position: Q2 2026 in Review

Yoder Wealth Management increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 14% in Q2 2026, buying an estimated $877K and bringing the position to 102,134 shares worth $7.89M. The position accounts for 3.08% of the portfolio, ranked #7.

Yoder Wealth Management first reported a position in FHLC in Q1 2023 and has held it in 14 quarters since. 382 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

  • Yoder Wealth Management held 102,134 shares of Fidelity MSCI Health Care Index ETF worth $7.89M as of Q2 2026.
  • Yoder Wealth Management bought 12,204 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $877K.
  • Fidelity MSCI Health Care Index ETF made up 3.08% of Yoder Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Yoder Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and has held it in 14 quarters since.
  • 382 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.