BWA
IEHS

Beam Wealth Advisors’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Beam Wealth Advisors’s Portfolio IEHS Stock Details IEHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,823
Closed -$450K – 170
2020
Q1 		$450K Buy
+16,823
New +$509K 0.45% 74

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Beam Wealth Advisors's IEHS Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q2 2020, closing a stake of 16,823 shares — an estimated $450K sold.

Beam Wealth Advisors first reported a position in IEHS in Q1 2020 and held it in 1 quarter. The position peaked at $450K in Q1 2020. 11 funds tracked by Wall St. Rank hold IEHS as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 16,823 iShares Evolved U.S. Healthcare Staples ETF shares in Q2 2020, an estimated $450K.
  • Beam Wealth Advisors first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2020 and held it in 1 quarter.
  • Beam Wealth Advisors's iShares Evolved U.S. Healthcare Staples ETF position peaked at $450K in Q1 2020.
  • 11 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.