Jackson Financial Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Jackson Financial Management’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
2019 Q4	$459K	Hold	6,682	–	–	0.24%	34
2019 Q3	$408K	Hold	6,682	–	–	0.25%	27
2019 Q2	$412K	Sell	6,682 -100	-1%	-$6K	0.27%	29
2019 Q1	$414K	Sell	6,782 -680	-9%	-$40.5K	0.28%	32
2018 Q4	$423K	Hold	7,462	–	–	0.47%	26
2018 Q3	$470K	Sell	7,462 -472	-6%	-$28.5K	0.37%	27
2018 Q2	$448K	Sell	7,934 -80	-1%	-$4.51K	0.4%	27
2018 Q1	$446K	Sell	8,014 -5,490	-41%	-$316K	0.41%	25
2017 Q4	$760K	Buy	+13,504	New	+$759K	0.69%	23

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jackson Financial Management's IXJ Position: Q4 2019 in Review

Jackson Financial Management held its iShares Global Healthcare ETF (IXJ) position steady in Q4 2019 at 6,682 shares worth $459K. The position accounts for 0.24% of the portfolio, ranked #34.

Jackson Financial Management first reported a position in IXJ in Q4 2017 and has held it in 9 quarters since. The position peaked at $760K in Q4 2017. 221 funds tracked by Wall St. Rank hold IXJ as of Q4 2019.

Jackson Financial Management held 6,682 shares of iShares Global Healthcare ETF worth $459K as of Q4 2019.
Jackson Financial Management left its iShares Global Healthcare ETF share count unchanged in Q4 2019.
iShares Global Healthcare ETF made up 0.24% of Jackson Financial Management's portfolio in Q4 2019, its #34 holding.
Jackson Financial Management first reported a position in iShares Global Healthcare ETF in Q4 2017 and has held it in 9 quarters since.
Jackson Financial Management's iShares Global Healthcare ETF position peaked at $760K in Q4 2017.
221 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.