MOTCO’s iShares Global Healthcare ETF IXJ Stock Holding History

MOTCO’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
2019 Q1	–	Sell	-147	Closed	-$8K	–	536
2018 Q4	$8K	Buy	+147	New	+$8.8K	﹤0.01%	468

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

MOTCO's IXJ Position: Q1 2019 in Review

MOTCO sold out of iShares Global Healthcare ETF (IXJ) in Q1 2019, closing a stake of 147 shares — an estimated $8K sold.

MOTCO first reported a position in IXJ in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 201 funds tracked by Wall St. Rank hold IXJ as of Q1 2019.

MOTCO reported no remaining iShares Global Healthcare ETF position as of Q1 2019 after selling out during the quarter.
MOTCO sold 147 iShares Global Healthcare ETF shares in Q1 2019, an estimated $8K.
MOTCO first reported a position in iShares Global Healthcare ETF in Q4 2018 and held it in 1 quarter.
MOTCO's iShares Global Healthcare ETF position peaked at $8K in Q4 2018.
201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2019.

Based on MOTCO's 13F filing for Q1 2019, filed 2 May 2019.