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Merrion Investment Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Merrion Investment Management’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
2021
Q1 		– Sell
-66
Closed -$5K – 161
2020
Q4 		$5K Buy
+66
New +$4.86K ﹤0.01% 200

Other funds holding IXJ

BlackRock
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Merrion Investment Management's IXJ Position: Q1 2021 in Review

Merrion Investment Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2021, closing a stake of 66 shares — an estimated $5K sold.

Merrion Investment Management first reported a position in IXJ in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 205 funds tracked by Wall St. Rank hold IXJ as of Q1 2021.

  • Merrion Investment Management reported no remaining iShares Global Healthcare ETF position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 66 iShares Global Healthcare ETF shares in Q1 2021, an estimated $5K.
  • Merrion Investment Management first reported a position in iShares Global Healthcare ETF in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's iShares Global Healthcare ETF position peaked at $5K in Q4 2020.
  • 205 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.