Mayflower Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Mayflower Financial Advisors’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
2023 Q1	–	Sell	-7,009	Closed	-$368K	–	364
2022 Q4	$368K	Sell	7,009 -2,854	-29%	-$145K	0.05%	238
2022 Q3	$465K	Sell	9,863 -1,009	-9%	-$52.4K	0.07%	198
2022 Q2	$548K	Sell	10,872 -681	-6%	-$37.1K	0.08%	179
2022 Q1	$704K	Buy	11,553 +731	+7%	+$43.6K	0.09%	155
2021 Q4	$713K	Sell	10,822 -3,183	-23%	-$204K	0.09%	153
2021 Q3	$891K	Buy	14,005 +5,833	+71%	+$372K	0.12%	120
2021 Q2	$492K	Sell	8,172 -540	-6%	-$31.2K	0.07%	173
2021 Q1	$480K	Buy	+8,712	New	+$483K	0.07%	165

Other funds holding IHI

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

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

Fisher Asset Management

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

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Bank of America

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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return