FTA
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Financial & Tax Architects’s iShares Global Healthcare ETF IXJ Stock Holding History

Financial & Tax Architects’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
2021
Q4 		– Sell
-10,528
Closed -$882K – 98
2021
Q3 		$882K Buy
+10,528
New +$911K 0.4% 63
2021
Q2 		– Sell
-20,507
Closed -$1.58M – 103
2021
Q1 		$1.58M Buy
+20,507
New +$1.58M 0.89% 40

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return

Financial & Tax Architects's IXJ Position: Q4 2021 in Review

Financial & Tax Architects sold out of iShares Global Healthcare ETF (IXJ) in Q4 2021, closing a stake of 10,528 shares — an estimated $882K sold.

Financial & Tax Architects first reported a position in IXJ in Q1 2021 and held it in 2 quarters. The position peaked at $1.58M in Q1 2021. 236 funds tracked by Wall St. Rank hold IXJ as of Q4 2021.

  • Financial & Tax Architects reported no remaining iShares Global Healthcare ETF position as of Q4 2021 after selling out during the quarter.
  • Financial & Tax Architects sold 10,528 iShares Global Healthcare ETF shares in Q4 2021, an estimated $882K.
  • Financial & Tax Architects first reported a position in iShares Global Healthcare ETF in Q1 2021 and held it in 2 quarters.
  • Financial & Tax Architects's iShares Global Healthcare ETF position peaked at $1.58M in Q1 2021.
  • 236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2021.

Based on Financial & Tax Architects's 13F filing for Q4 2021, filed 25 Aug 2023.