Financial Engines Advisors
IXJ icon

Financial Engines Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Financial Engines 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
2018
Q4 		– Sell
-71
Closed -$4K – 146
2018
Q3 		$4K Hold
71
– – ﹤0.01% 124
2018
Q2 		$4K Buy
+71
New +$4.01K ﹤0.01% 111

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Morgan Stanley
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MIS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Engines Advisors's IXJ Position: Q4 2018 in Review

Financial Engines Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2018, closing a stake of 71 shares — an estimated $4K sold.

Financial Engines Advisors first reported a position in IXJ in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 201 funds tracked by Wall St. Rank hold IXJ as of Q4 2018.

  • Financial Engines Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 71 iShares Global Healthcare ETF shares in Q4 2018, an estimated $4K.
  • Financial Engines Advisors first reported a position in iShares Global Healthcare ETF in Q2 2018 and held it in 2 quarters.
  • Financial Engines Advisors's iShares Global Healthcare ETF position peaked at $4K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2018.

Based on Financial Engines Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.