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LGT Financial Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

LGT Financial Advisors’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
2025
Q4 		– Sell
-80
Closed -$7.09K – 325
2025
Q3 		$7.09K Hold
80
– – 0.02% 268
2025
Q2 		$6.89K Buy
+80
New +$6.88K 0.02% 254
2023
Q4 		– Sell
-603
Closed -$49.7K – 918
2023
Q3 		$49.7K Buy
+603
New +$51.2K 0.06% 220

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 $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AF
Align Financial Hermantown, Minnesota $202M AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LGT Financial Advisors's IXJ Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2025, closing a stake of 80 shares — an estimated $7.09K sold.

LGT Financial Advisors first reported a position in IXJ in Q3 2023 and held it in 3 quarters. The position peaked at $49.7K in Q3 2023. 293 funds tracked by Wall St. Rank hold IXJ as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 80 iShares Global Healthcare ETF shares in Q4 2025, an estimated $7.09K.
  • LGT Financial Advisors first reported a position in iShares Global Healthcare ETF in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's iShares Global Healthcare ETF position peaked at $49.7K in Q3 2023.
  • 293 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.