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Cambria Investment Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Cambria Investment Management’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
2023
Q1 		– Sell
-163,170
Closed -$13.8M – 290
2022
Q4 		$13.8M Buy
+163,170
New +$13.5M 1.16% 10
2020
Q4 		– Sell
-85,028
Closed -$6.11M – 194
2020
Q3 		$6.11M Sell
85,028
-9,268
-10% -$664K 2.26% 14
2020
Q2 		$6.49M Sell
94,296
-7,426
-7% -$501K 2.4% 14
2020
Q1 		$6.2M Sell
101,722
-9,332
-8% -$615K 2.32% 14
2019
Q4 		$7.63M Buy
+111,054
New +$7.2M 2.01% 9
2019
Q2 		– Sell
-102,970
Closed -$6.29M – 261
2019
Q1 		$6.29M Buy
102,970
+1,170
+1% +$69.7K 0.97% 27
2018
Q4 		$5.77M Buy
101,800
+24,280
+31% +$1.45M 0.98% 26
2018
Q3 		$4.88M Buy
+77,520
New +$4.68M 0.72% 35
2015
Q4 		– Sell
-34,086
Closed -$1.68M – 222
2015
Q3 		$1.68M Sell
34,086
-7,410
-18% -$400K 0.65% 66
2015
Q2 		$2.26M Sell
41,496
-4,446
-10% -$245K 0.69% 63
2015
Q1 		$2.48K Buy
45,942
+17,784
+63% +$932K 0.28% 53
2014
Q4 		$1.4M Buy
+28,158
New +$1.4M 0.5% 107

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Cambria Investment Management's IXJ Position: Q1 2023 in Review

Cambria Investment Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2023, closing a stake of 163,170 shares — an estimated $13.8M sold.

Cambria Investment Management first reported a position in IXJ in Q4 2014 and held it in 12 quarters. The position peaked at $13.8M in Q4 2022. 258 funds tracked by Wall St. Rank hold IXJ as of Q1 2023.

  • Cambria Investment Management reported no remaining iShares Global Healthcare ETF position as of Q1 2023 after selling out during the quarter.
  • Cambria Investment Management sold 163,170 iShares Global Healthcare ETF shares in Q1 2023, an estimated $13.8M.
  • Cambria Investment Management first reported a position in iShares Global Healthcare ETF in Q4 2014 and held it in 12 quarters.
  • Cambria Investment Management's iShares Global Healthcare ETF position peaked at $13.8M in Q4 2022.
  • 258 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2023.

Based on Cambria Investment Management's 13F filing for Q1 2023, filed 11 May 2023.