KWMG LLC’s iShares Global Healthcare ETF IXJ Stock Holding History

KWMG LLC’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 Q2	–	Sell	-1,204	Closed	-$74K	–	278
2019 Q1	$74K	Hold	1,204	–	–	0.02%	152
2018 Q4	$68K	Buy	+1,204	New	+$72K	0.02%	149

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

KWMG LLC's IXJ Position: Q2 2019 in Review

KWMG LLC sold out of iShares Global Healthcare ETF (IXJ) in Q2 2019, closing a stake of 1,204 shares — an estimated $74K sold.

KWMG LLC first reported a position in IXJ in Q4 2018 and held it in 2 quarters. The position peaked at $74K in Q1 2019. 194 funds tracked by Wall St. Rank hold IXJ as of Q2 2019.

KWMG LLC reported no remaining iShares Global Healthcare ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 1,204 iShares Global Healthcare ETF shares in Q2 2019, an estimated $74K.
KWMG LLC first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 2 quarters.
KWMG LLC's iShares Global Healthcare ETF position peaked at $74K in Q1 2019.
194 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.