MIS
IXJ icon

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
BlackRock New York $5.7T AUM 30.48% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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 $1.47T AUM 27.86% 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 $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return