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Moisand Fitzgerald Tamayo’s iShares Global Healthcare ETF IXJ Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-17
Closed -$1K – 393
2021
Q2 		$1K Buy
+17
New +$1.38K ﹤0.01% 387

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Moisand Fitzgerald Tamayo's IXJ Position: Q3 2021 in Review

Moisand Fitzgerald Tamayo sold out of iShares Global Healthcare ETF (IXJ) in Q3 2021, closing a stake of 17 shares — an estimated $1K sold.

Moisand Fitzgerald Tamayo first reported a position in IXJ in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 217 funds tracked by Wall St. Rank hold IXJ as of Q3 2021.

  • Moisand Fitzgerald Tamayo reported no remaining iShares Global Healthcare ETF position as of Q3 2021 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 17 iShares Global Healthcare ETF shares in Q3 2021, an estimated $1K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Global Healthcare ETF in Q2 2021 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's iShares Global Healthcare ETF position peaked at $1K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2021.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2021, filed 1 Nov 2021.