AWM
IXJ icon

Aevitas Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Aevitas Wealth Management’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$13K – 430
2018
Q3 		$13K Hold
200
– – 0.01% 322
2018
Q2 		$11K Hold
200
– – 0.01% 315
2018
Q1 		$11K Hold
200
– – 0.01% 308
2017
Q4 		$11K Buy
+200
New +$11.2K 0.01% 309

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aevitas Wealth Management's IXJ Position: Q4 2018 in Review

Aevitas Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q4 2018, closing a stake of 200 shares — an estimated $13K sold.

Aevitas Wealth Management first reported a position in IXJ in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q3 2018. 201 funds tracked by Wall St. Rank hold IXJ as of Q4 2018.

  • Aevitas Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 200 iShares Global Healthcare ETF shares in Q4 2018, an estimated $13K.
  • Aevitas Wealth Management first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's iShares Global Healthcare ETF position peaked at $13K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.