Global Assets Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Global Assets Advisory’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
2024 Q2	–	Sell	-2,509	Closed	-$145K	–	275
2024 Q1	$145K	Sell	2,509 -9,118	-78%	-$515K	0.09%	157
2023 Q4	$624K	Sell	11,627 -6,387	-35%	-$312K	0.81%	36
2023 Q3	$874K	Sell	18,014 -105	-0.6%	-$5.58K	0.77%	35
2023 Q2	$1.02M	Sell	18,119 -290	-2%	-$16K	0.94%	32
2023 Q1	$1.02M	Sell	18,409 -2,217	-11%	-$118K	1.04%	27
2022 Q4	$1.08M	Sell	20,626 -4,523	-18%	-$230K	1.14%	21
2022 Q3	$1.26M	Buy	+25,149	New	+$1.3M	1.28%	18

Other funds holding IHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Global Assets Advisory's IHI Position: Q2 2024 in Review

Global Assets Advisory sold out of iShares US Medical Devices ETF (IHI) in Q2 2024, closing a stake of 2,509 shares — an estimated $145K sold.

Global Assets Advisory first reported a position in IHI in Q3 2022 and held it in 7 quarters. The position peaked at $1.26M in Q3 2022. 545 funds tracked by Wall St. Rank hold IHI as of Q2 2024.

Global Assets Advisory reported no remaining iShares US Medical Devices ETF position as of Q2 2024 after selling out during the quarter.
Global Assets Advisory sold 2,509 iShares US Medical Devices ETF shares in Q2 2024, an estimated $145K.
Global Assets Advisory first reported a position in iShares US Medical Devices ETF in Q3 2022 and held it in 7 quarters.
Global Assets Advisory's iShares US Medical Devices ETF position peaked at $1.26M in Q3 2022.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.