Focused Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Focused Wealth Management’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
2019 Q1	–	Sell	-124	Closed	-$7K	–	733
2018 Q4	$7K	Hold	124	–	–	﹤0.01%	500
2018 Q3	$8K	Hold	124	–	–	﹤0.01%	471
2018 Q2	$7K	Hold	124	–	–	﹤0.01%	483
2018 Q1	$7K	Hold	124	–	–	﹤0.01%	520
2017 Q4	$7K	Hold	124	–	–	﹤0.01%	514
2017 Q3	$7K	Hold	124	–	–	﹤0.01%	480
2017 Q2	$7K	Hold	124	–	–	﹤0.01%	519
2017 Q1	$6K	Hold	124	–	–	﹤0.01%	527
2016 Q4	$6K	Hold	124	–	–	﹤0.01%	529
2016 Q3	$6K	Hold	124	–	–	﹤0.01%	507
2016 Q2	$6K	Hold	124	–	–	﹤0.01%	499
2016 Q1	$6K	Hold	124	–	–	﹤0.01%	460
2015 Q4	$6K	Hold	124	–	–	﹤0.01%	482
2015 Q3	$6K	Hold	124	–	–	﹤0.01%	472
2015 Q2	$7K	Hold	124	–	–	﹤0.01%	458
2015 Q1	$7K	Sell	124 -200	-62%	-$10.5K	﹤0.01%	478
2014 Q4	$16K	Hold	324	–	–	0.01%	343
2014 Q3	$16K	Hold	324	–	–	0.01%	357
2014 Q2	$15K	Hold	324	–	–	0.01%	360
2014 Q1	$15K	Hold	324	–	–	0.01%	332
2013 Q4	$14K	Hold	324	–	–	0.01%	346
2013 Q3	$13K	Buy	+324	New	+$12.7K	0.01%	330

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDCDDQ

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

Focused Wealth Management's IXJ Position: Q1 2019 in Review

Focused Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2019, closing a stake of 124 shares — an estimated $7K sold.

Focused Wealth Management first reported a position in IXJ in Q3 2013 and held it in 22 quarters. The position peaked at $16K in Q4 2014. 201 funds tracked by Wall St. Rank hold IXJ as of Q1 2019.

Focused Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q1 2019 after selling out during the quarter.
Focused Wealth Management sold 124 iShares Global Healthcare ETF shares in Q1 2019, an estimated $7K.
Focused Wealth Management first reported a position in iShares Global Healthcare ETF in Q3 2013 and held it in 22 quarters.
Focused Wealth Management's iShares Global Healthcare ETF position peaked at $16K in Q4 2014.
201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2019.

Based on Focused Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.