Morningstar Investment Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Morningstar Investment Services’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
2020 Q3	–	Sell	-78,768	Closed	-$5.36M	–	209
2020 Q2	$5.36M	Sell	78,768 -276,913	-78%	-$18.7M	0.09%	132
2020 Q1	$21.8M	Buy	355,681 +15,970	+5%	+$1.05M	0.4%	71
2019 Q4	$23.4M	Sell	339,711 -4,913	-1%	-$319K	0.37%	81
2019 Q3	$21M	Buy	344,624 +3,577	+1%	+$219K	0.36%	81
2019 Q2	$21M	Buy	341,047 +9,581	+3%	+$574K	0.35%	86
2019 Q1	$20.3M	Buy	331,466 +3,869	+1%	+$231K	0.35%	86
2018 Q4	$18.6M	Buy	+327,597	New	+$19.6M	0.36%	81

Other funds holding IXJ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morningstar Investment Services's IXJ Position: Q3 2020 in Review

Morningstar Investment Services sold out of iShares Global Healthcare ETF (IXJ) in Q3 2020, closing a stake of 78,768 shares — an estimated $5.36M sold.

Morningstar Investment Services first reported a position in IXJ in Q4 2018 and held it in 7 quarters. The position peaked at $23.4M in Q4 2019. 198 funds tracked by Wall St. Rank hold IXJ as of Q3 2020.

Morningstar Investment Services reported no remaining iShares Global Healthcare ETF position as of Q3 2020 after selling out during the quarter.
Morningstar Investment Services sold 78,768 iShares Global Healthcare ETF shares in Q3 2020, an estimated $5.36M.
Morningstar Investment Services first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 7 quarters.
Morningstar Investment Services's iShares Global Healthcare ETF position peaked at $23.4M in Q4 2019.
198 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2020.

Based on Morningstar Investment Services's 13F filing for Q3 2020, filed 10 Nov 2020.