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Edmond de Rothschild Holding’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Edmond de Rothschild Holding’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19,240
Closed -$556K – 842
2022
Q2 		$556K Buy
+19,240
New +$574K 0.01% 380

Other funds holding IDNA

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edmond de Rothschild Holding's IDNA Position: Q3 2022 in Review

Edmond de Rothschild Holding sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2022, closing a stake of 19,240 shares — an estimated $556K sold.

Edmond de Rothschild Holding first reported a position in IDNA in Q2 2022 and held it in 1 quarter. The position peaked at $556K in Q2 2022. 67 funds tracked by Wall St. Rank hold IDNA as of Q3 2022.

  • Edmond de Rothschild Holding reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 19,240 iShares Genomics Immunology and Healthcare ETF shares in Q3 2022, an estimated $556K.
  • Edmond de Rothschild Holding first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2022 and held it in 1 quarter.
  • Edmond de Rothschild Holding's iShares Genomics Immunology and Healthcare ETF position peaked at $556K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2022, filed 9 Nov 2022.