CFS Investment Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

CFS Investment Advisory Services’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
2023 Q3	–	Sell	-8,368	Closed	-$472K	–	194
2023 Q2	$472K	Buy	+8,368	New	+$461K	0.06%	165
2022 Q3	–	Sell	-17,754	Closed	-$896K	–	155
2022 Q2	$896K	Buy	+17,754	New	+$968K	0.14%	131
2021 Q4	$1.56M	Buy	26,383 +3,946	+18%	+$253K	0.21%	103
2021 Q3	$1.41M	Buy	+22,437	New	+$1.43M	0.19%	122
2020 Q4	$8.45M	Buy	+154,908	New	+$8.1M	1.35%	15

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

CFS Investment Advisory Services's IHI Position: Q3 2023 in Review

CFS Investment Advisory Services sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 8,368 shares — an estimated $472K sold.

CFS Investment Advisory Services first reported a position in IHI in Q4 2020 and held it in 5 quarters. The position peaked at $8.45M in Q4 2020. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

CFS Investment Advisory Services reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
CFS Investment Advisory Services sold 8,368 iShares US Medical Devices ETF shares in Q3 2023, an estimated $472K.
CFS Investment Advisory Services first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 5 quarters.
CFS Investment Advisory Services's iShares US Medical Devices ETF position peaked at $8.45M in Q4 2020.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on CFS Investment Advisory Services's 13F filing for Q3 2023, filed 14 Nov 2023.