Freestone Capital Holdings’s iShares US Medical Devices ETF IHI Stock Holding History

Freestone Capital Holdings’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,494	Closed	-$236K	–	388
2022 Q4	$236K	Sell	4,494 -1,399	-24%	-$71K	0.01%	320
2022 Q3	$278K	Sell	5,893 -2,436	-29%	-$126K	0.01%	310
2022 Q2	$420K	Sell	8,329 -1,601	-16%	-$87.3K	0.02%	283
2022 Q1	$605K	Buy	+9,930	New	+$592K	0.02%	308
2021 Q1	–	Sell	-162	Closed	-$8.85K	–	721
2020 Q4	$8.85K	Buy	162 +24	+17%	+$1.25K	﹤0.01%	877
2020 Q3	$6.9K	Buy	+138	New	+$6.68K	﹤0.01%	814

Other funds holding IHI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Freestone Capital Holdings's IHI Position: Q1 2023 in Review

Freestone Capital Holdings sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 4,494 shares — an estimated $236K sold.

Freestone Capital Holdings first reported a position in IHI in Q3 2020 and held it in 6 quarters. The position peaked at $605K in Q1 2022. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Freestone Capital Holdings reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Freestone Capital Holdings sold 4,494 iShares US Medical Devices ETF shares in Q1 2023, an estimated $236K.
Freestone Capital Holdings first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 6 quarters.
Freestone Capital Holdings's iShares US Medical Devices ETF position peaked at $605K in Q1 2022.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Freestone Capital Holdings's 13F filing for Q1 2023, filed 12 May 2023.