Gilbert & Cook’s iShares Global Healthcare ETF IXJ Stock Holding History

Gilbert & Cook’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
2020 Q3	–	Sell	-3,672	Closed	-$253K	–	164
2020 Q2	$253K	Sell	3,672 -8,327	-69%	-$562K	0.06%	120
2020 Q1	$731K	Sell	11,999 -945	-7%	-$62.3K	0.21%	40
2019 Q4	$890K	Sell	12,944 -629	-5%	-$40.8K	0.22%	41
2019 Q3	$829K	Sell	13,573 -126	-0.9%	-$7.71K	0.23%	39
2019 Q2	$845K	Sell	13,699 -680	-5%	-$40.8K	0.25%	38
2019 Q1	$879K	Sell	14,379 -228	-2%	-$13.6K	0.27%	39
2018 Q4	$827K	Buy	+14,607	New	+$874K	0.29%	41

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 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

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

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

Gilbert & Cook's IXJ Position: Q3 2020 in Review

Gilbert & Cook sold out of iShares Global Healthcare ETF (IXJ) in Q3 2020, closing a stake of 3,672 shares — an estimated $253K sold.

Gilbert & Cook first reported a position in IXJ in Q4 2018 and held it in 7 quarters. The position peaked at $890K in Q4 2019. 198 funds tracked by Wall St. Rank hold IXJ as of Q3 2020.

Gilbert & Cook reported no remaining iShares Global Healthcare ETF position as of Q3 2020 after selling out during the quarter.
Gilbert & Cook sold 3,672 iShares Global Healthcare ETF shares in Q3 2020, an estimated $253K.
Gilbert & Cook first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 7 quarters.
Gilbert & Cook's iShares Global Healthcare ETF position peaked at $890K in Q4 2019.
198 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2020.

Based on Gilbert & Cook's 13F filing for Q3 2020, filed 13 Nov 2020.