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 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 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Yoder Wealth Management's FHLC Position: Q1 2026 in Review

Yoder Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 5.6% in Q1 2026, selling an estimated $392K and leaving 89,930 shares worth $6.33M. The position accounts for 2.88% of the portfolio, ranked #8.

Yoder Wealth Management first reported a position in FHLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.07M in Q4 2025. 359 funds tracked by Wall St. Rank hold FHLC as of Q1 2026.

Yoder Wealth Management held 89,930 shares of Fidelity MSCI Health Care Index ETF worth $6.33M as of Q1 2026.
Yoder Wealth Management sold 5,306 Fidelity MSCI Health Care Index ETF shares in Q1 2026, an estimated $392K.
Fidelity MSCI Health Care Index ETF made up 2.88% of Yoder Wealth Management's portfolio in Q1 2026, its #8 holding.
Yoder Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $7.07M in Q4 2025.
359 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.