Acorn Wealth Advisors’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Acorn Wealth Advisors’s Portfolio IHE Stock Details IHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-750	Closed	-$38K	–	274
2018 Q2	$38K	Sell	750 -1,545	-67%	-$76.6K	0.03%	312
2018 Q1	$112K	Sell	2,295 -123	-5%	-$6.31K	0.1%	161
2017 Q4	$125K	Buy	+2,418	New	+$124K	0.11%	143

Other funds holding IHE

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MCM

Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWA

ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Acorn Wealth Advisors's IHE Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares US Pharmaceuticals ETF (IHE) in Q3 2018, closing a stake of 750 shares — an estimated $38K sold.

Acorn Wealth Advisors first reported a position in IHE in Q4 2017 and held it in 3 quarters. The position peaked at $125K in Q4 2017. 98 funds tracked by Wall St. Rank hold IHE as of Q3 2018.

Acorn Wealth Advisors reported no remaining iShares US Pharmaceuticals ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 750 iShares US Pharmaceuticals ETF shares in Q3 2018, an estimated $38K.
Acorn Wealth Advisors first reported a position in iShares US Pharmaceuticals ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's iShares US Pharmaceuticals ETF position peaked at $125K in Q4 2017.
98 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.