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Genesis Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Genesis Wealth Advisors’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
Q2 		$39.1K Hold
720
– – 0.03% 204
2015
Q1 		$38.6K Hold
720
– – 0.03% 220
2014
Q4 		$38.5K Buy
+720
New +$35.8K 0.03% 241

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Genesis Wealth Advisors's IXJ Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2015 at 720 shares worth $39.1K. The position accounts for 0.03% of the portfolio, ranked #204.

Genesis Wealth Advisors first reported a position in IXJ in Q4 2014 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold IXJ as of Q2 2015.

  • Genesis Wealth Advisors held 720 shares of iShares Global Healthcare ETF worth $39.1K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares Global Healthcare ETF share count unchanged in Q2 2015.
  • iShares Global Healthcare ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #204 holding.
  • Genesis Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2014 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.