FolioMetrix’s iShares Global Healthcare ETF IXJ Stock Holding History

FolioMetrix’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
2015 Q1	–	Sell	-50,664	Closed	-$2.5M	–	250
2014 Q4	$2.5M	Buy	+50,664	New	+$2.52M	1.77%	15

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

FolioMetrix's IXJ Position: Q1 2015 in Review

FolioMetrix sold out of iShares Global Healthcare ETF (IXJ) in Q1 2015, closing a stake of 50,664 shares — an estimated $2.5M sold.

FolioMetrix first reported a position in IXJ in Q4 2014 and held it in 1 quarter. The position peaked at $2.5M in Q4 2014. 133 funds tracked by Wall St. Rank hold IXJ as of Q1 2015.

FolioMetrix reported no remaining iShares Global Healthcare ETF position as of Q1 2015 after selling out during the quarter.
FolioMetrix sold 50,664 iShares Global Healthcare ETF shares in Q1 2015, an estimated $2.5M.
FolioMetrix first reported a position in iShares Global Healthcare ETF in Q4 2014 and held it in 1 quarter.
FolioMetrix's iShares Global Healthcare ETF position peaked at $2.5M in Q4 2014.
133 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2015.

Based on FolioMetrix's 13F filing for Q1 2015, filed 28 Apr 2015.