Financial Engines Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Financial Engines Advisors’s Portfolio HEAL Stock Details HEAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,440	Closed	-$453K	–	332
2022 Q1	$453K	Sell	10,440 -186	-2%	-$8.05K	﹤0.01%	209
2021 Q4	$527K	Buy	10,626 +6,107	+135%	+$316K	﹤0.01%	152
2021 Q3	$240K	Buy	+4,519	New	+$250K	﹤0.01%	244

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Financial Engines Advisors's HEAL Position: Q2 2022 in Review

Financial Engines Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2022, closing a stake of 10,440 shares — an estimated $453K sold.

Financial Engines Advisors first reported a position in HEAL in Q3 2021 and held it in 3 quarters. The position peaked at $527K in Q4 2021. 55 funds tracked by Wall St. Rank hold HEAL as of Q2 2022.

Financial Engines Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2022 after selling out during the quarter.
Financial Engines Advisors sold 10,440 Global X Funds Global X HealthTech ETF shares in Q2 2022, an estimated $453K.
Financial Engines Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q3 2021 and held it in 3 quarters.
Financial Engines Advisors's Global X Funds Global X HealthTech ETF position peaked at $527K in Q4 2021.
55 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2022.

Based on Financial Engines Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.