Evolution Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Evolution Wealth Advisors’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-480	Closed	-$30K	–	376
2021 Q3	$30K	Hold	480	–	–	0.01%	271
2021 Q2	$29K	Hold	480	–	–	0.01%	256
2021 Q1	$26K	Hold	480	–	–	0.01%	264
2020 Q4	$26K	Hold	480	–	–	0.01%	231
2020 Q3	$24K	Hold	480	–	–	0.01%	253
2020 Q2	$21K	Buy	+480	New	+$20.5K	0.01%	199

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Evolution Wealth Advisors's IHI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 480 shares — an estimated $30K sold.

Evolution Wealth Advisors first reported a position in IHI in Q2 2020 and held it in 6 quarters. The position peaked at $30K in Q3 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Evolution Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 480 iShares US Medical Devices ETF shares in Q4 2021, an estimated $30K.
Evolution Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 6 quarters.
Evolution Wealth Advisors's iShares US Medical Devices ETF position peaked at $30K in Q3 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.