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

BDO 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
2021 Q1	–	Sell	-1,726	Closed	-$132K	–	1214
2020 Q4	$132K	Hold	1,726	–	–	0.02%	268
2020 Q3	$124K	Hold	1,726	–	–	0.02%	254
2020 Q2	$119K	Hold	1,726	–	–	0.02%	264
2020 Q1	$105K	Hold	1,726	–	–	0.02%	267
2019 Q4	$119K	Hold	1,726	–	–	0.03%	231
2019 Q3	$105K	Hold	1,726	–	–	0.03%	249
2019 Q2	$107K	Buy	+1,726	New	+$103K	0.03%	239

Other funds holding IXJ

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

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

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

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

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

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

RBA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's IXJ Position: Q1 2021 in Review

BDO Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2021, closing a stake of 1,726 shares — an estimated $132K sold.

BDO Wealth Advisors first reported a position in IXJ in Q2 2019 and held it in 7 quarters. The position peaked at $132K in Q4 2020. 205 funds tracked by Wall St. Rank hold IXJ as of Q1 2021.

BDO Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,726 iShares Global Healthcare ETF shares in Q1 2021, an estimated $132K.
BDO Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's iShares Global Healthcare ETF position peaked at $132K in Q4 2020.
205 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.