GCA
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Genesee Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Genesee Capital Advisors’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
2021
Q1 		– Sell
-15,228
Closed -$830K – 96
2020
Q4 		$830K Sell
15,228
-7,194
-32% -$376K 0.54% 49
2020
Q3 		$1.12M Buy
22,422
+522
+2% +$25.3K 0.92% 34
2020
Q2 		$966K Sell
21,900
-846
-4% -$36.2K 0.9% 36
2020
Q1 		$854K Buy
22,746
+438
+2% +$18.4K 0.82% 40
2019
Q4 		$982K Sell
22,308
-348
-2% -$14.6K 0.84% 40
2019
Q3 		$933K Buy
22,656
+876
+4% +$35.9K 0.86% 43
2019
Q2 		$873K Buy
21,780
+3,276
+18% +$124K 0.88% 40
2019
Q1 		$714K Buy
18,504
+468
+3% +$17K 0.86% 34
2018
Q4 		$601K Buy
+18,036
New +$625K 0.98% 30

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return