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Halbert Hargrove Global Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Halbert Hargrove Global 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
2026
Q2 		$12.2K Hold
124
– – ﹤0.01% 298
2026
Q1 		$11.6K Hold
124
– – ﹤0.01% 279
2025
Q4 		$12.1K Hold
124
– – ﹤0.01% 281
2025
Q3 		$11K Hold
124
– – ﹤0.01% 319
2025
Q2 		$10.7K Hold
124
– – ﹤0.01% 228
2025
Q1 		$11.3K Hold
124
– – ﹤0.01% 233
2024
Q4 		$10.7K Buy
+124
New +$11.5K ﹤0.01% 221

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Halbert Hargrove Global Advisors's IXJ Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares Global Healthcare ETF (IXJ) position steady in Q2 2026 at 124 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Halbert Hargrove Global Advisors first reported a position in IXJ in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold IXJ as of Q2 2026.

  • Halbert Hargrove Global Advisors held 124 shares of iShares Global Healthcare ETF worth $12.2K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its iShares Global Healthcare ETF share count unchanged in Q2 2026.
  • iShares Global Healthcare ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #298 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Global Healthcare ETF in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.