BJL
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Brighton Jones LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Brighton Jones LLC’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
2022
Q1 		– Sell
-3,452
Closed -$227K – 530
2021
Q4 		$227K Sell
3,452
-702
-17% -$44.9K 0.01% 457
2021
Q3 		$261K Buy
4,154
+602
+17% +$38.4K 0.01% 390
2021
Q2 		$214K Buy
+3,552
New +$205K 0.01% 444
2021
Q1 		– Sell
-3,948
Closed -$215K – 446
2020
Q4 		$215K Buy
+3,948
New +$206K 0.01% 357
2020
Q1 		– Sell
-5,976
Closed -$263K – 300
2019
Q4 		$263K Buy
+5,976
New +$251K 0.03% 270

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return