Baird Financial Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Baird Financial Group’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 Q2	–	Sell	-3,795	Closed	-$316K	–	1724
2023 Q1	$316K	Hold	3,795	–	–	﹤0.01%	1479
2022 Q4	$322K	Hold	3,795	–	–	﹤0.01%	1430
2022 Q3	$286K	Hold	3,795	–	–	﹤0.01%	1483
2022 Q2	$308K	Sell	3,795 -240	-6%	-$20.1K	﹤0.01%	1546
2022 Q1	$354K	Sell	4,035 -55	-1%	-$4.65K	﹤0.01%	1562
2021 Q4	$369K	Sell	4,090 -1	-0%	-$86	﹤0.01%	1592
2021 Q3	$343K	Hold	4,091	–	–	﹤0.01%	1616
2021 Q2	$340K	Buy	4,091 +862	+27%	+$69.7K	﹤0.01%	1542
2021 Q1	$249K	Buy	+3,229	New	+$249K	﹤0.01%	1575
2016 Q3	–	Sell	-9,500	Closed	-$480K	–	1209
2016 Q2	$480K	Buy	+9,500	New	+$474K	﹤0.01%	926

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's IXJ Position: Q2 2023 in Review

Baird Financial Group sold out of iShares Global Healthcare ETF (IXJ) in Q2 2023, closing a stake of 3,795 shares — an estimated $316K sold.

Baird Financial Group first reported a position in IXJ in Q2 2016 and held it in 10 quarters. The position peaked at $480K in Q2 2016. 272 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

Baird Financial Group reported no remaining iShares Global Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Baird Financial Group sold 3,795 iShares Global Healthcare ETF shares in Q2 2023, an estimated $316K.
Baird Financial Group first reported a position in iShares Global Healthcare ETF in Q2 2016 and held it in 10 quarters.
Baird Financial Group's iShares Global Healthcare ETF position peaked at $480K in Q2 2016.
272 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Baird Financial Group's 13F filing for Q2 2023, filed 11 Aug 2023.