MFC
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Morris Financial Concepts’s iShares Global Healthcare ETF IXJ Stock Holding History

Morris Financial Concepts’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
2026
Q1 		– Sell
-25
Closed -$2.44K – 198
2025
Q4 		$2.44K Hold
25
– – ﹤0.01% 190
2025
Q3 		$2.22K Hold
25
– – ﹤0.01% 193
2025
Q2 		$2.15K Hold
25
– – ﹤0.01% 192
2025
Q1 		$2.28K Hold
25
– – ﹤0.01% 192
2024
Q4 		$2.15K Hold
25
– – ﹤0.01% 178
2024
Q3 		$2.45K Hold
25
– – ﹤0.01% 186
2024
Q2 		$2.32K Hold
25
– – ﹤0.01% 154
2024
Q1 		$2.33K Buy
+25
New +$2.26K ﹤0.01% 156

Other funds holding IXJ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $1.47T 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return