MBE Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

MBE Wealth Management’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
2022 Q3	–	Sell	-5,424	Closed	-$274K	–	61
2022 Q2	$274K	Sell	5,424 -594	-10%	-$32.4K	0.19%	51
2022 Q1	$367K	Sell	6,018 -696	-10%	-$41.5K	0.22%	39
2021 Q4	$442K	Sell	6,714 -1,009	-13%	-$64.6K	0.23%	33
2021 Q3	$485K	Sell	7,723 -1,691	-18%	-$108K	0.25%	28
2021 Q2	$567K	Sell	9,414 -70,890	-88%	-$4.1M	0.29%	23
2021 Q1	$4.42M	Sell	80,304 -2,328	-3%	-$129K	2.4%	13
2020 Q4	$4.51M	Buy	82,632 +5,430	+7%	+$284K	3.05%	11
2020 Q3	$3.41M	Buy	77,202 +150	+0.2%	+$7.26K	2.86%	11
2020 Q2	$3.4M	Buy	77,052 +76,980	+106,917%	+$3.29M	2.86%	11
2020 Q1	$2K	Buy	+72	New	+$3.03K	﹤0.01%	454

Other funds holding IHI

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management

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

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

Royal Bank of Canada

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