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Mosaic Family Wealth’s iShares US Healthcare Providers ETF IHF Stock Holding History

Mosaic Family Wealth’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$2.81K – 731
2017
Q1 		$3K Hold
100
– – ﹤0.01% 652
2016
Q4 		$3K Hold
100
– – ﹤0.01% 628
2016
Q3 		$2K Sell
100
-5
-5% -$126 ﹤0.01% 683
2016
Q2 		$3K Buy
105
+5
+5% +$125 ﹤0.01% 668
2016
Q1 		$2K Hold
100
– – ﹤0.01% 707
2015
Q4 		$2K Buy
+100
New +$2.48K ﹤0.01% 690

Other funds holding IHF

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mosaic Family Wealth's IHF Position: Q2 2017 in Review

Mosaic Family Wealth sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2017, closing a stake of 100 shares — an estimated $2.81K sold.

Mosaic Family Wealth first reported a position in IHF in Q4 2015 and held it in 6 quarters. The position peaked at $3K in Q1 2017. 104 funds tracked by Wall St. Rank hold IHF as of Q2 2017.

  • Mosaic Family Wealth reported no remaining iShares US Healthcare Providers ETF position as of Q2 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 iShares US Healthcare Providers ETF shares in Q2 2017, an estimated $2.81K.
  • Mosaic Family Wealth first reported a position in iShares US Healthcare Providers ETF in Q4 2015 and held it in 6 quarters.
  • Mosaic Family Wealth's iShares US Healthcare Providers ETF position peaked at $3K in Q1 2017.
  • 104 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2017.

Based on Mosaic Family Wealth's 13F filing for Q2 2017, filed 4 Aug 2017.