FEM
IEHS

Fulcrum Equity Management’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Fulcrum Equity Management’s Portfolio IEHS Stock Details IEHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,695
Closed -$293K – 181
2020
Q3 		$293K Sell
8,695
-1,552
-15% -$51.3K 0.14% 112
2020
Q2 		$317K Buy
+10,247
New +$309K 0.15% 112

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Fulcrum Equity Management's IEHS Position: Q4 2020 in Review

Fulcrum Equity Management sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q4 2020, closing a stake of 8,695 shares — an estimated $293K sold.

Fulcrum Equity Management first reported a position in IEHS in Q2 2020 and held it in 2 quarters. The position peaked at $317K in Q2 2020. 6 funds tracked by Wall St. Rank hold IEHS as of Q4 2020.

  • Fulcrum Equity Management reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q4 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 8,695 iShares Evolved U.S. Healthcare Staples ETF shares in Q4 2020, an estimated $293K.
  • Fulcrum Equity Management first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q2 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's iShares Evolved U.S. Healthcare Staples ETF position peaked at $317K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.