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Evolution Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Evolution Wealth 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
2020
Q1 		– Sell
-147
Closed -$10K – 490
2019
Q4 		$10K Buy
+147
New +$9.53K ﹤0.01% 304

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evolution Wealth Advisors's IXJ Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2020, closing a stake of 147 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in IXJ in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 206 funds tracked by Wall St. Rank hold IXJ as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 147 iShares Global Healthcare ETF shares in Q1 2020, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's iShares Global Healthcare ETF position peaked at $10K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.