Ellevest Inc’s iShares Global Healthcare ETF IXJ Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-36	Closed	-$3K	–	986
2023 Q1	$3K	Buy	+36	New	+$2.98K	﹤0.01%	1351

Other funds holding IXJ

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

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

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

RBA

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

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

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

Ellevest Inc's IXJ Position: Q2 2023 in Review

Ellevest Inc sold out of iShares Global Healthcare ETF (IXJ) in Q2 2023, closing a stake of 36 shares — an estimated $3K sold.

Ellevest Inc first reported a position in IXJ in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 272 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

Ellevest Inc reported no remaining iShares Global Healthcare ETF position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 36 iShares Global Healthcare ETF shares in Q2 2023, an estimated $3K.
Ellevest Inc first reported a position in iShares Global Healthcare ETF in Q1 2023 and held it in 1 quarter.
Ellevest Inc's iShares Global Healthcare ETF position peaked at $3K in Q1 2023.
272 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.