Beacon Financial Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Beacon Financial Advisory’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,704	Closed	-$259K	–	229
2021 Q1	$259K	Sell	4,704 -714	-13%	-$39.6K	0.15%	172
2020 Q4	$295K	Sell	5,418 -426	-7%	-$22.3K	0.19%	147
2020 Q3	$291K	Buy	+5,844	New	+$283K	0.25%	129

Other funds holding IHI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Financial Advisory's IHI Position: Q2 2021 in Review

Beacon Financial Advisory sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 4,704 shares — an estimated $259K sold.

Beacon Financial Advisory first reported a position in IHI in Q3 2020 and held it in 3 quarters. The position peaked at $295K in Q4 2020. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

Beacon Financial Advisory reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
Beacon Financial Advisory sold 4,704 iShares US Medical Devices ETF shares in Q2 2021, an estimated $259K.
Beacon Financial Advisory first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 3 quarters.
Beacon Financial Advisory's iShares US Medical Devices ETF position peaked at $295K in Q4 2020.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Beacon Financial Advisory's 13F filing for Q2 2021, filed 14 Jul 2021.