Affiance Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-1,254	Closed	-$106K	–	262
2022 Q4	$106K	Hold	1,254	–	–	0.04%	129
2022 Q3	$94K	Hold	1,254	–	–	0.05%	85
2022 Q2	$102K	Hold	1,254	–	–	0.06%	89
2022 Q1	$110K	Hold	1,254	–	–	0.05%	101
2021 Q4	$113K	Hold	1,254	–	–	0.05%	114
2021 Q3	$105K	Hold	1,254	–	–	0.05%	117
2021 Q2	$104K	Hold	1,254	–	–	0.04%	121
2021 Q1	$97K	Hold	1,254	–	–	0.04%	119
2020 Q4	$96K	Hold	1,254	–	–	0.05%	106
2020 Q3	$90K	Hold	1,254	–	–	0.05%	105
2020 Q2	$86K	Hold	1,254	–	–	0.05%	101
2020 Q1	$76K	Hold	1,254	–	–	0.05%	92
2019 Q4	$86K	Buy	+1,254	New	+$81.3K	0.05%	105

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Affiance Financial's IXJ Position: Q1 2023 in Review

Affiance Financial sold out of iShares Global Healthcare ETF (IXJ) in Q1 2023, closing a stake of 1,254 shares — an estimated $106K sold.

Affiance Financial first reported a position in IXJ in Q4 2019 and held it in 13 quarters. The position peaked at $113K in Q4 2021. 258 funds tracked by Wall St. Rank hold IXJ as of Q1 2023.

Affiance Financial reported no remaining iShares Global Healthcare ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,254 iShares Global Healthcare ETF shares in Q1 2023, an estimated $106K.
Affiance Financial first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 13 quarters.
Affiance Financial's iShares Global Healthcare ETF position peaked at $113K in Q4 2021.
258 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.