Beam Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Beam Wealth Advisors’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
2020 Q2	–	Sell	-8,736	Closed	-$328K	–	146
2020 Q1	$328K	Sell	8,736 -21,150	-71%	-$891K	0.32%	96
2019 Q4	$1.32M	Buy	+29,886	New	+$1.26M	1.23%	19

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Beam Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2020, closing a stake of 8,736 shares — an estimated $328K sold.

Beam Wealth Advisors first reported a position in IHI in Q4 2019 and held it in 2 quarters. The position peaked at $1.32M in Q4 2019. 468 funds tracked by Wall St. Rank hold IHI as of Q2 2020.

Beam Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2020 after selling out during the quarter.
Beam Wealth Advisors sold 8,736 iShares US Medical Devices ETF shares in Q2 2020, an estimated $328K.
Beam Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 2 quarters.
Beam Wealth Advisors's iShares US Medical Devices ETF position peaked at $1.32M in Q4 2019.
468 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2020.

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