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

Danda Trouve 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
2022 Q3	$3.73M	Sell	49,479 -510	-1%	-$41.3K	6.89%	5
2022 Q2	$4.06M	Buy	49,989 +1,024	+2%	+$85.6K	6.24%	6
2022 Q1	$4.29M	Buy	48,965 +564	+1%	+$47.7K	5.37%	7
2021 Q4	$4.37M	Sell	48,401 -227	-0.5%	-$19.6K	4.95%	6
2021 Q3	$4.07M	Buy	48,628 +804	+2%	+$69.5K	4.91%	6
2021 Q2	$3.98M	Sell	47,824 -3,642	-7%	-$294K	4.72%	5
2021 Q1	$3.97M	Buy	51,466 +133	+0.3%	+$10.2K	4.88%	5
2020 Q4	$3.92M	Buy	51,333 +1,159	+2%	+$85.3K	4.79%	5
2020 Q3	$3.6M	Sell	50,174 -1,628	-3%	-$117K	4.91%	5
2020 Q2	$3.56M	Buy	51,802 +462	+0.9%	+$31.2K	5.39%	3
2020 Q1	$3.13M	Sell	51,340 -2,311	-4%	-$152K	6.49%	3
2019 Q4	$3.69M	Buy	+53,651	New	+$3.48M	5.31%	4

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Danda Trouve Investment Management's IXJ Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its iShares Global Healthcare ETF (IXJ) stake by 1% in Q3 2022, selling an estimated $41.3K and leaving 49,479 shares worth $3.73M. The position accounts for 6.89% of the portfolio, ranked #5.

Danda Trouve Investment Management first reported a position in IXJ in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.37M in Q4 2021. 236 funds tracked by Wall St. Rank hold IXJ as of Q3 2022.

Danda Trouve Investment Management held 49,479 shares of iShares Global Healthcare ETF worth $3.73M as of Q3 2022.
Danda Trouve Investment Management sold 510 iShares Global Healthcare ETF shares in Q3 2022, an estimated $41.3K.
iShares Global Healthcare ETF made up 6.89% of Danda Trouve Investment Management's portfolio in Q3 2022, its #5 holding.
Danda Trouve Investment Management first reported a position in iShares Global Healthcare ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's iShares Global Healthcare ETF position peaked at $4.37M in Q4 2021.
236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.