CAPTRUST Financial Advisors
IEIH

CAPTRUST Financial Advisors’s iShares Evolved U.S. Innovative Healthcare ETF IEIH Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IEIH Stock Details IEIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-356
Closed -$11K – 3574
2020
Q3 		$11K Buy
+356
New +$10.8K ﹤0.01% 2254

Other funds holding IEIH

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PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BWM
Birchcreek Wealth Management Miami Township, Ohio $208M AUM 18.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's IEIH Position: Q4 2020 in Review

CAPTRUST Financial Advisors sold out of iShares Evolved U.S. Innovative Healthcare ETF (IEIH) in Q4 2020, closing a stake of 356 shares — an estimated $11K sold.

CAPTRUST Financial Advisors first reported a position in IEIH in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 14 funds tracked by Wall St. Rank hold IEIH as of Q4 2020.

  • CAPTRUST Financial Advisors reported no remaining iShares Evolved U.S. Innovative Healthcare ETF position as of Q4 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 356 iShares Evolved U.S. Innovative Healthcare ETF shares in Q4 2020, an estimated $11K.
  • CAPTRUST Financial Advisors first reported a position in iShares Evolved U.S. Innovative Healthcare ETF in Q3 2020 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's iShares Evolved U.S. Innovative Healthcare ETF position peaked at $11K in Q3 2020.
  • 14 funds tracked by Wall St. Rank held iShares Evolved U.S. Innovative Healthcare ETF as of Q4 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.