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Benjamin F. Edwards & Company’s iShares Global Healthcare ETF IXJ Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-188
Closed -$15K – 1723
2021
Q1 		$15K Sell
188
-6
-3% -$462 ﹤0.01% 1267
2020
Q4 		$15K Hold
194
– – ﹤0.01% 1200
2020
Q3 		$14K Buy
194
+25
+15% +$1.79K ﹤0.01% 1191
2020
Q2 		$12K Buy
169
+61
+56% +$4.12K ﹤0.01% 1241
2020
Q1 		$7K Sell
108
-120
-53% -$7.91K ﹤0.01% 1363
2019
Q4 		$16K Sell
228
-3
-1% -$195 ﹤0.01% 1300
2019
Q3 		$14K Buy
231
+22
+11% +$1.34K ﹤0.01% 1302
2019
Q2 		$13K Sell
209
-42
-17% -$2.52K ﹤0.01% 1331
2019
Q1 		$15K Buy
251
+35
+16% +$2.09K ﹤0.01% 1214
2018
Q4 		$12K Buy
216
+86
+66% +$5.15K ﹤0.01% 1235
2018
Q3 		$8K Hold
130
– – ﹤0.01% 1321
2018
Q2 		$7K Buy
130
+6
+5% +$339 ﹤0.01% 1349
2018
Q1 		$7K Hold
124
– – ﹤0.01% 1346
2017
Q4 		$7K Buy
124
+2
+2% +$112 ﹤0.01% 1285
2017
Q3 		$7K Buy
122
+2
+2% +$110 ﹤0.01% 1249
2017
Q2 		$7K Hold
120
– – ﹤0.01% 1181
2017
Q1 		$6K Hold
120
– – ﹤0.01% 1123
2016
Q4 		$6K Buy
+120
New +$5.75K ﹤0.01% 1031
2015
Q2 		– Sell
-250
Closed -$13K – 1178
2015
Q1 		$13K Hold
250
– – ﹤0.01% 850
2014
Q4 		$12K Hold
250
– – ﹤0.01% 763
2014
Q3 		$12K Hold
250
– – ﹤0.01% 735
2014
Q2 		$12K Hold
250
– – ﹤0.01% 706
2014
Q1 		$11K Hold
250
– – ﹤0.01% 673
2013
Q4 		$11K Hold
250
– – ﹤0.01% 640
2013
Q3 		$10K Hold
250
– – ﹤0.01% 606
2013
Q2 		$9K Buy
+250
New +$9.53K ﹤0.01% 593

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Benjamin F. Edwards & Company's IXJ Position: Q2 2021 in Review

Benjamin F. Edwards & Company sold out of iShares Global Healthcare ETF (IXJ) in Q2 2021, closing a stake of 188 shares — an estimated $15K sold.

Benjamin F. Edwards & Company first reported a position in IXJ in Q2 2013 and held it in 26 quarters. The position peaked at $16K in Q4 2019. 212 funds tracked by Wall St. Rank hold IXJ as of Q2 2021.

  • Benjamin F. Edwards & Company reported no remaining iShares Global Healthcare ETF position as of Q2 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 188 iShares Global Healthcare ETF shares in Q2 2021, an estimated $15K.
  • Benjamin F. Edwards & Company first reported a position in iShares Global Healthcare ETF in Q2 2013 and held it in 26 quarters.
  • Benjamin F. Edwards & Company's iShares Global Healthcare ETF position peaked at $16K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2021, filed 11 Aug 2021.