GW
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GW & Wade’s iShares Global Healthcare ETF IXJ Stock Holding History

GW & Wade’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
Q4 		– Sell
-3,830
Closed -$321K – 397
2021
Q3 		$321K Hold
3,830
– – 0.02% 295
2021
Q2 		$318K Hold
3,830
– – 0.02% 299
2021
Q1 		$295K Buy
3,830
+120
+3% +$9.24K 0.02% 284
2020
Q4 		$284K Buy
3,710
+400
+12% +$29.4K 0.02% 248
2020
Q3 		$238K Hold
3,310
– – 0.02% 216
2020
Q2 		$228K Hold
3,310
– – 0.02% 223
2020
Q1 		$202K Hold
3,310
– – 0.02% 208
2019
Q4 		$228K Hold
3,310
– – 0.02% 218
2019
Q3 		$202K Hold
3,310
– – 0.02% 222
2019
Q2 		$204K Hold
3,310
– – 0.02% 223
2019
Q1 		$202K Buy
+3,310
New +$197K 0.02% 219
2018
Q4 		– Sell
-3,310
Closed -$208K – 229
2018
Q3 		$208K Buy
+3,310
New +$200K 0.02% 227

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return

GW & Wade's IXJ Position: Q4 2021 in Review

GW & Wade sold out of iShares Global Healthcare ETF (IXJ) in Q4 2021, closing a stake of 3,830 shares — an estimated $321K sold.

GW & Wade first reported a position in IXJ in Q3 2018 and held it in 12 quarters. The position peaked at $321K in Q3 2021. 236 funds tracked by Wall St. Rank hold IXJ as of Q4 2021.

  • GW & Wade reported no remaining iShares Global Healthcare ETF position as of Q4 2021 after selling out during the quarter.
  • GW & Wade sold 3,830 iShares Global Healthcare ETF shares in Q4 2021, an estimated $321K.
  • GW & Wade first reported a position in iShares Global Healthcare ETF in Q3 2018 and held it in 12 quarters.
  • GW & Wade's iShares Global Healthcare ETF position peaked at $321K in Q3 2021.
  • 236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2021.

Based on GW & Wade's 13F filing for Q4 2021, filed 9 Feb 2022.