MassMutual Private Wealth & Trust’s iShares Global Healthcare ETF IXJ Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-41	Closed	-$3.52K	–	2421
2024 Q4	$3.52K	Hold	41	–	–	﹤0.01%	1663
2024 Q3	$4.03K	Buy	+41	New	+$3.98K	﹤0.01%	1447
2024 Q1	–	Sell	-148	Closed	-$12.8K	–	2093
2023 Q4	$12.8K	Buy	+148	New	+$12.3K	﹤0.01%	929
2020 Q1	–	Sell	-41	Closed	-$3K	–	734
2019 Q4	$3K	Buy	+41	New	+$2.66K	﹤0.01%	735

Other funds holding IXJ

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's IXJ Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares Global Healthcare ETF (IXJ) in Q1 2025, closing a stake of 41 shares — an estimated $3.52K sold.

MassMutual Private Wealth & Trust first reported a position in IXJ in Q4 2019 and held it in 4 quarters. The position peaked at $12.8K in Q4 2023. 266 funds tracked by Wall St. Rank hold IXJ as of Q1 2025.

MassMutual Private Wealth & Trust reported no remaining iShares Global Healthcare ETF position as of Q1 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 41 iShares Global Healthcare ETF shares in Q1 2025, an estimated $3.52K.
MassMutual Private Wealth & Trust first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 4 quarters.
MassMutual Private Wealth & Trust's iShares Global Healthcare ETF position peaked at $12.8K in Q4 2023.
266 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.