Moseley Investment Management’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Moseley Investment Management’s Portfolio IDNA Stock Details IDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,000	Closed	-$229K	–	181
2021 Q1	$229K	Buy	+5,000	New	+$244K	0.13%	154

Other funds holding IDNA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Moseley Investment Management's IDNA Position: Q2 2021 in Review

Moseley Investment Management sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2021, closing a stake of 5,000 shares — an estimated $229K sold.

Moseley Investment Management first reported a position in IDNA in Q1 2021 and held it in 1 quarter. The position peaked at $229K in Q1 2021. 84 funds tracked by Wall St. Rank hold IDNA as of Q2 2021.

Moseley Investment Management reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2021 after selling out during the quarter.
Moseley Investment Management sold 5,000 iShares Genomics Immunology and Healthcare ETF shares in Q2 2021, an estimated $229K.
Moseley Investment Management first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2021 and held it in 1 quarter.
Moseley Investment Management's iShares Genomics Immunology and Healthcare ETF position peaked at $229K in Q1 2021.
84 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2021.

Based on Moseley Investment Management's 13F filing for Q2 2021, filed 11 Aug 2021.