Executive Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Executive Wealth Management’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
2019 Q3	–	Sell	-258	Closed	-$10K	–	436
2019 Q2	$10K	Hold	258	–	–	﹤0.01%	613
2019 Q1	$10K	Buy	258 +234	+975%	+$8.49K	﹤0.01%	553
2018 Q4	$1K	Buy	+24	New	+$831	﹤0.01%	822

Other funds holding IHI

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Executive Wealth Management's IHI Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2019, closing a stake of 258 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in IHI in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 313 funds tracked by Wall St. Rank hold IHI as of Q3 2019.

Executive Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 258 iShares US Medical Devices ETF shares in Q3 2019, an estimated $10K.
Executive Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's iShares US Medical Devices ETF position peaked at $10K in Q2 2019.
313 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.