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CFM Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

CFM Wealth Partners’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
2020
Q1 		– Sell
-236
Closed -$17K – 564
2019
Q4 		$17K Buy
+236
New +$15.3K 0.01% 371

Other funds holding IXJ

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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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFM Wealth Partners's IXJ Position: Q1 2020 in Review

CFM Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q1 2020, closing a stake of 236 shares — an estimated $17K sold.

CFM Wealth Partners first reported a position in IXJ in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 206 funds tracked by Wall St. Rank hold IXJ as of Q1 2020.

  • CFM Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q1 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 236 iShares Global Healthcare ETF shares in Q1 2020, an estimated $17K.
  • CFM Wealth Partners first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 1 quarter.
  • CFM Wealth Partners's iShares Global Healthcare ETF position peaked at $17K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.