AWA
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ARS Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

ARS Wealth Advisors’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
2016
Q1 		– Sell
-3,890
Closed -$200K – 79
2015
Q4 		$200K Buy
+3,890
New +$200K 0.1% 76
2015
Q3 		– Sell
-4,140
Closed -$225K – 78
2015
Q2 		$225K Hold
4,140
– – 0.1% 66
2015
Q1 		$223K Hold
4,140
– – 0.1% 68
2014
Q4 		$206K Sell
4,140
-260
-6% -$12.9K 0.09% 73
2014
Q3 		$215K Sell
4,400
-900
-17% -$43.1K 0.1% 64
2014
Q2 		$250K Sell
5,300
-310
-6% -$14.2K 0.12% 57
2014
Q1 		$255K Sell
5,610
-280
-5% -$12.5K 0.15% 48
2013
Q4 		$254K Buy
+5,890
New +$245K 0.16% 50

Other funds holding IXJ

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AssetMark Inc
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return