KWA
IXJ icon

KCS Wealth Advisory’s iShares Global Healthcare ETF IXJ Stock Holding History

KCS Wealth Advisory’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
2023
Q3 		$251K Sell
3,051
-3,067
-50% -$260K 0.11% 124
2023
Q2 		$520K Buy
6,118
+163
+3% +$13.9K 0.18% 102
2023
Q1 		$496K Buy
5,955
+74
+1% +$6.13K 0.19% 99
2022
Q4 		$499K Buy
5,881
+109
+2% +$8.99K 0.21% 100
2022
Q3 		$435K Buy
5,772
+792
+16% +$64.1K 0.2% 106
2022
Q2 		$404K Buy
4,980
+1,061
+27% +$88.7K 0.18% 111
2022
Q1 		$343K Buy
3,919
+331
+9% +$28K 0.16% 122
2021
Q4 		$324K Buy
3,588
+612
+21% +$52.9K 0.13% 134
2021
Q3 		$249K Buy
2,976
+59
+2% +$5.1K 0.12% 137
2021
Q2 		$242K Buy
+2,917
New +$236K 0.11% 140
2020
Q3 		– Sell
-3,106
Closed -$214K – 145
2020
Q2 		$214K Buy
+3,106
New +$210K 0.18% 135
2020
Q1 		– Sell
-11,446
Closed -$787K – 154
2019
Q4 		$787K Buy
11,446
+466
+4% +$30.2K 0.59% 75
2019
Q3 		$671K Buy
10,980
+126
+1% +$7.71K 0.46% 83
2019
Q2 		$670K Buy
10,854
+311
+3% +$18.6K 0.53% 82
2019
Q1 		$644K Buy
10,543
+226
+2% +$13.5K 0.56% 86
2018
Q4 		$584K Buy
10,317
+302
+3% +$18.1K 0.62% 74
2018
Q3 		$631K Sell
10,015
-86
-0.9% -$5.2K 0.59% 81
2018
Q2 		$570K Buy
10,101
+2,421
+32% +$137K 0.53% 83
2018
Q1 		$428K Buy
7,680
+1,706
+29% +$98.1K 0.39% 104
2017
Q4 		$336K Buy
+5,974
New +$336K 0.33% 114

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCS Wealth Advisory's IXJ Position: Q3 2023 in Review

KCS Wealth Advisory reduced its iShares Global Healthcare ETF (IXJ) stake by 50% in Q3 2023, selling an estimated $260K and leaving 3,051 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #124.

KCS Wealth Advisory first reported a position in IXJ in Q4 2017 and has held it in 20 quarters since. The position peaked at $787K in Q4 2019. 267 funds tracked by Wall St. Rank hold IXJ as of Q3 2023.

  • KCS Wealth Advisory held 3,051 shares of iShares Global Healthcare ETF worth $251K as of Q3 2023.
  • KCS Wealth Advisory sold 3,067 iShares Global Healthcare ETF shares in Q3 2023, an estimated $260K.
  • iShares Global Healthcare ETF made up 0.11% of KCS Wealth Advisory's portfolio in Q3 2023, its #124 holding.
  • KCS Wealth Advisory first reported a position in iShares Global Healthcare ETF in Q4 2017 and has held it in 20 quarters since.
  • KCS Wealth Advisory's iShares Global Healthcare ETF position peaked at $787K in Q4 2019.
  • 267 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.