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Global Wealth Management Investment Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q1 		– Sell
-11
Closed -$1K – 489
2020
Q4 		$1K Hold
11
– – ﹤0.01% 431
2020
Q3 		$1K Hold
11
– – ﹤0.01% 416
2020
Q2 		$1K Hold
11
– – ﹤0.01% 561
2020
Q1 		$1K Hold
11
– – ﹤0.01% 548
2019
Q4 		$1K Hold
11
– – ﹤0.01% 558
2019
Q3 		$1K Sell
11
-12
-52% -$734 ﹤0.01% 581
2019
Q2 		$1K Sell
23
-547
-96% -$32.8K ﹤0.01% 642
2019
Q1 		$35K Sell
570
-856
-60% -$51K 0.02% 244
2018
Q4 		$81K Buy
+1,426
New +$85.3K 0.05% 194

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's IXJ Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares Global Healthcare ETF (IXJ) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in IXJ in Q4 2018 and held it in 9 quarters. The position peaked at $81K in Q4 2018. 205 funds tracked by Wall St. Rank hold IXJ as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining iShares Global Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 11 iShares Global Healthcare ETF shares in Q1 2021, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 9 quarters.
  • Global Wealth Management Investment Advisory's iShares Global Healthcare ETF position peaked at $81K in Q4 2018.
  • 205 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.