FinTrust Capital Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

FinTrust Capital 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
2024 Q3	$44.1K	Hold	449	–	–	0.01%	606
2024 Q2	$41.7K	Hold	449	–	–	0.01%	590
2024 Q1	$41.8K	Hold	449	–	–	0.01%	578
2023 Q4	$38.9K	Hold	449	–	–	0.01%	559
2023 Q3	$37K	Hold	449	–	–	0.01%	521
2023 Q2	$38.1K	Hold	449	–	–	0.01%	494
2023 Q1	$38.1K	Hold	449	–	–	0.01%	492
2022 Q4	$38.1K	Hold	449	–	–	0.01%	492
2022 Q3	$35K	Hold	449	–	–	0.01%	585
2022 Q2	$37K	Hold	449	–	–	0.01%	589
2022 Q1	$39K	Hold	449	–	–	0.01%	616
2021 Q4	$41K	Hold	449	–	–	0.01%	584
2021 Q3	$38K	Hold	449	–	–	0.01%	598
2021 Q2	$37K	Hold	449	–	–	0.01%	604
2021 Q1	$35K	Hold	449	–	–	0.01%	593
2020 Q4	$34K	Hold	449	–	–	0.01%	556
2020 Q3	$32	Hold	449	–	–	0.01%	566
2020 Q2	$31K	Buy	449 +295	+192%	+$19.9K	0.01%	564
2020 Q1	$9K	Sell	154 -28	-15%	-$1.85K	﹤0.01%	769
2019 Q4	$13K	Buy	182 +28	+18%	+$1.82K	0.01%	703
2019 Q3	$9K	Hold	154	–	–	﹤0.01%	775
2019 Q2	$10K	Hold	154	–	–	﹤0.01%	734
2019 Q1	$9K	Hold	154	–	–	﹤0.01%	798
2018 Q4	$9K	Buy	+154	New	+$9.21K	﹤0.01%	804

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FinTrust Capital Advisors's IXJ Position: Q3 2024 in Review

FinTrust Capital Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2024 at 449 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #606.

FinTrust Capital Advisors first reported a position in IXJ in Q4 2018 and has held it in 24 quarters since. 273 funds tracked by Wall St. Rank hold IXJ as of Q3 2024.

FinTrust Capital Advisors held 449 shares of iShares Global Healthcare ETF worth $44.1K as of Q3 2024.
FinTrust Capital Advisors left its iShares Global Healthcare ETF share count unchanged in Q3 2024.
iShares Global Healthcare ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #606 holding.
FinTrust Capital Advisors first reported a position in iShares Global Healthcare ETF in Q4 2018 and has held it in 24 quarters since.
273 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.