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Aveo Capital Partners’s iShares US Healthcare Providers ETF IHF Stock Holding History

Aveo Capital Partners’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-80,700
Closed -$4.3M – 267
2021
Q2 		$4.3M Buy
+80,700
New +$4.26M 0.95% 26

Other funds holding IHF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aveo Capital Partners's IHF Position: Q3 2021 in Review

Aveo Capital Partners sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2021, closing a stake of 80,700 shares — an estimated $4.3M sold.

Aveo Capital Partners first reported a position in IHF in Q2 2021 and held it in 1 quarter. The position peaked at $4.3M in Q2 2021. 174 funds tracked by Wall St. Rank hold IHF as of Q3 2021.

  • Aveo Capital Partners reported no remaining iShares US Healthcare Providers ETF position as of Q3 2021 after selling out during the quarter.
  • Aveo Capital Partners sold 80,700 iShares US Healthcare Providers ETF shares in Q3 2021, an estimated $4.3M.
  • Aveo Capital Partners first reported a position in iShares US Healthcare Providers ETF in Q2 2021 and held it in 1 quarter.
  • Aveo Capital Partners's iShares US Healthcare Providers ETF position peaked at $4.3M in Q2 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2021.

Based on Aveo Capital Partners's 13F filing for Q3 2021, filed 12 Nov 2021.