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Integrated Wealth Counsel’s iShares Global Healthcare ETF IXJ Stock Holding History

Integrated Wealth Counsel’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
2014
Q2 		– Sell
-70
Closed -$3K – 126
2014
Q1 		$3K Hold
70
– – ﹤0.01% 149
2013
Q4 		$3K Buy
+70
New +$2.91K ﹤0.01% 174

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Integrated Wealth Counsel's IXJ Position: Q2 2014 in Review

Integrated Wealth Counsel sold out of iShares Global Healthcare ETF (IXJ) in Q2 2014, closing a stake of 70 shares — an estimated $3K sold.

Integrated Wealth Counsel first reported a position in IXJ in Q4 2013 and held it in 2 quarters. The position peaked at $3K in Q1 2014. 107 funds tracked by Wall St. Rank hold IXJ as of Q2 2014.

  • Integrated Wealth Counsel reported no remaining iShares Global Healthcare ETF position as of Q2 2014 after selling out during the quarter.
  • Integrated Wealth Counsel sold 70 iShares Global Healthcare ETF shares in Q2 2014, an estimated $3K.
  • Integrated Wealth Counsel first reported a position in iShares Global Healthcare ETF in Q4 2013 and held it in 2 quarters.
  • Integrated Wealth Counsel's iShares Global Healthcare ETF position peaked at $3K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2014.

Based on Integrated Wealth Counsel's 13F filing for Q2 2014, filed 12 Aug 2014.