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Henrickson Nauta Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Henrickson Nauta Wealth 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
2022
Q1 		– Sell
-600
Closed -$50K – 151
2021
Q4 		$50K Buy
+600
New +$51.9K 0.04% 89

Other funds holding IXJ

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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's IXJ Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2022, closing a stake of 600 shares — an estimated $50K sold.

Henrickson Nauta Wealth Advisors first reported a position in IXJ in Q4 2021 and held it in 1 quarter. The position peaked at $50K in Q4 2021. 233 funds tracked by Wall St. Rank hold IXJ as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 600 iShares Global Healthcare ETF shares in Q1 2022, an estimated $50K.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's iShares Global Healthcare ETF position peaked at $50K in Q4 2021.
  • 233 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.