Kavar Capital Partners Group’s iShares US Medical Devices ETF IHI Stock Holding History

Kavar Capital Partners Group’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
2019 Q3	–	Sell	-54	Closed	-$2K	–	285
2019 Q2	$2K	Buy	+54	New	+$2.04K	﹤0.01%	472
2018 Q3	–	Sell	-54	Closed	-$2K	–	242
2018 Q2	$2K	Hold	54	–	–	﹤0.01%	411
2018 Q1	$2K	Buy	+54	New	+$1.66K	﹤0.01%	407
2015 Q4	–	Sell	-1,290	Closed	-$23K	–	498
2015 Q3	$23K	Hold	1,290	–	–	0.02%	217
2015 Q2	$25K	Buy	+1,290	New	+$25.8K	0.02%	229
2014 Q2	–	Sell	-1,290	Closed	-$21K	–	272
2014 Q1	$21K	Hold	1,290	–	–	0.02%	258
2013 Q4	$19K	Buy	+1,290	New	+$19.2K	0.02%	249

Other funds holding IHI

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return