MWM
HCRF

MinichMacGregor Wealth Management’s iShares Edge MSCI Multifactor Healthcare ETF HCRF Stock Holding History

MinichMacGregor Wealth Management’s Portfolio HCRF Stock Details HCRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-7
Closed – – 546
2017
Q1 		$0 Buy
+7
New +$187 ﹤0.01% 536

Other funds holding HCRF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MinichMacGregor Wealth Management's HCRF Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of iShares Edge MSCI Multifactor Healthcare ETF (HCRF) in Q2 2017, closing a stake of 7 shares.

MinichMacGregor Wealth Management first reported a position in HCRF in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 4 funds tracked by Wall St. Rank hold HCRF as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining iShares Edge MSCI Multifactor Healthcare ETF position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 7 iShares Edge MSCI Multifactor Healthcare ETF shares in Q2 2017.
  • MinichMacGregor Wealth Management first reported a position in iShares Edge MSCI Multifactor Healthcare ETF in Q1 2017 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's iShares Edge MSCI Multifactor Healthcare ETF position peaked at $0 in Q1 2017.
  • 4 funds tracked by Wall St. Rank held iShares Edge MSCI Multifactor Healthcare ETF as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.