EFG Asset Management (Americas)’s iShares Global Healthcare ETF IXJ Stock Holding History

EFG Asset Management (Americas)’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
2015 Q2	–	Sell	-228	Closed	-$12K	–	125
2015 Q1	$12K	Hold	228	–	–	0.01%	134
2014 Q4	$11K	Hold	228	–	–	0.01%	193
2014 Q3	$11K	Hold	228	–	–	0.01%	98
2014 Q2	$11K	Hold	228	–	–	0.01%	118
2014 Q1	$10K	Hold	228	–	–	0.01%	126
2013 Q4	$9.82K	Buy	+228	New	+$9.48K	0.01%	115

Other funds holding IXJ

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

EFG Asset Management (Americas)'s IXJ Position: Q2 2015 in Review

EFG Asset Management (Americas) sold out of iShares Global Healthcare ETF (IXJ) in Q2 2015, closing a stake of 228 shares — an estimated $12K sold.

EFG Asset Management (Americas) first reported a position in IXJ in Q4 2013 and held it in 6 quarters. The position peaked at $12K in Q1 2015. 134 funds tracked by Wall St. Rank hold IXJ as of Q2 2015.

EFG Asset Management (Americas) reported no remaining iShares Global Healthcare ETF position as of Q2 2015 after selling out during the quarter.
EFG Asset Management (Americas) sold 228 iShares Global Healthcare ETF shares in Q2 2015, an estimated $12K.
EFG Asset Management (Americas) first reported a position in iShares Global Healthcare ETF in Q4 2013 and held it in 6 quarters.
EFG Asset Management (Americas)'s iShares Global Healthcare ETF position peaked at $12K in Q1 2015.
134 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2015, filed 13 Aug 2015.