Colony Family Offices’s iShares US Healthcare Providers ETF IHF Stock Holding History

Colony Family Offices’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,075	Closed	-$117K	–	73
2022 Q1	$117K	Hold	2,075	–	–	0.06%	29
2021 Q4	$120K	Buy	+2,075	New	+$113K	0.06%	24

Other funds holding IHF

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Colony Family Offices's IHF Position: Q2 2022 in Review

Colony Family Offices sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2022, closing a stake of 2,075 shares — an estimated $117K sold.

Colony Family Offices first reported a position in IHF in Q4 2021 and held it in 2 quarters. The position peaked at $120K in Q4 2021. 219 funds tracked by Wall St. Rank hold IHF as of Q2 2022.

Colony Family Offices reported no remaining iShares US Healthcare Providers ETF position as of Q2 2022 after selling out during the quarter.
Colony Family Offices sold 2,075 iShares US Healthcare Providers ETF shares in Q2 2022, an estimated $117K.
Colony Family Offices first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and held it in 2 quarters.
Colony Family Offices's iShares US Healthcare Providers ETF position peaked at $120K in Q4 2021.
219 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2022.

Based on Colony Family Offices's 13F filing for Q2 2022, filed 2 Aug 2022.