Edge Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Edge Advisors’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
2018 Q2	$30K	Hold	536	–	–	﹤0.01%	582
2018 Q1	$29K	Sell	536 -1,250	-70%	-$71.9K	﹤0.01%	603
2017 Q4	$100K	Hold	1,786	–	–	0.01%	396
2017 Q3	$100K	Sell	1,786 -1,178	-40%	-$64.8K	0.01%	388
2017 Q2	$162K	Hold	2,964	–	–	0.02%	336
2017 Q1	$152K	Sell	2,964 -3,790	-56%	-$190K	0.02%	351
2016 Q4	$320K	Buy	+6,754	New	+$324K	0.04%	262

Other funds holding IXJ

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

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

FDCDDQ

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Edge Advisors's IXJ Position: Q2 2018 in Review

Edge Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2018 at 536 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Edge Advisors first reported a position in IXJ in Q4 2016 and has held it in 7 quarters since. The position peaked at $320K in Q4 2016. 165 funds tracked by Wall St. Rank hold IXJ as of Q2 2018.

Edge Advisors held 536 shares of iShares Global Healthcare ETF worth $30K as of Q2 2018.
Edge Advisors left its iShares Global Healthcare ETF share count unchanged in Q2 2018.
iShares Global Healthcare ETF made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #582 holding.
Edge Advisors first reported a position in iShares Global Healthcare ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's iShares Global Healthcare ETF position peaked at $320K in Q4 2016.
165 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.