HFA
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High Falls Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

High Falls Advisors’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
2023
Q1 		– Sell
-3,831
Closed -$201K – 113
2022
Q4 		$201K Buy
+3,831
New +$194K 0.06% 112
2022
Q3 		– Sell
-11,603
Closed -$585K – 113
2022
Q2 		$585K Buy
11,603
+2,351
+25% +$128K 0.18% 57
2022
Q1 		$564K Sell
9,252
-2,096
-18% -$125K 0.15% 62
2021
Q4 		$747K Buy
11,348
+463
+4% +$29.6K 0.19% 48
2021
Q3 		$683K Buy
10,885
+319
+3% +$20.4K 0.19% 60
2021
Q2 		$636K Sell
10,566
-99,906
-90% -$5.78M 0.17% 62
2021
Q1 		$6.08M Sell
110,472
-64,578
-37% -$3.58M 1.75% 18
2020
Q4 		$9.55M Sell
175,050
-13,560
-7% -$709K 2.77% 16
2020
Q3 		$9K Buy
188,610
+135,774
+257% +$6.58M 3.13% 16
2020
Q2 		$2.33M Buy
+52,836
New +$2.26M 0.87% 28

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return