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Homrich & Berg’s iShares Global Healthcare ETF IXJ Stock Holding History

Homrich & Berg’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
Q3 		$224K Hold
2,672
– – 0.01% 421
2021
Q2 		$222K Hold
2,672
– – 0.01% 434
2021
Q1 		$206K Buy
+2,672
New +$206K 0.01% 399

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Homrich & Berg's IXJ Position: Q3 2021 in Review

Homrich & Berg held its iShares Global Healthcare ETF (IXJ) position steady in Q3 2021 at 2,672 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #421.

Homrich & Berg first reported a position in IXJ in Q1 2021 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold IXJ as of Q3 2021.

  • Homrich & Berg held 2,672 shares of iShares Global Healthcare ETF worth $224K as of Q3 2021.
  • Homrich & Berg left its iShares Global Healthcare ETF share count unchanged in Q3 2021.
  • iShares Global Healthcare ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #421 holding.
  • Homrich & Berg first reported a position in iShares Global Healthcare ETF in Q1 2021 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.