MV Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

MV Capital Management’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
2024 Q1	–	Sell	-446	Closed	-$38.7K	–	866
2023 Q4	$38.7K	Hold	446	–	–	﹤0.01%	328
2023 Q3	$36.8K	Hold	446	–	–	﹤0.01%	319
2023 Q2	$37.9K	Hold	446	–	–	0.01%	323
2023 Q1	$37.2K	Hold	446	–	–	0.01%	316
2022 Q4	$37.9K	Hold	446	–	–	0.01%	265
2022 Q3	$34K	Hold	446	–	–	0.01%	265
2022 Q2	$36K	Hold	446	–	–	0.01%	247
2022 Q1	$39K	Hold	446	–	–	0.01%	248
2021 Q4	$40K	Hold	446	–	–	0.01%	236
2021 Q3	$37K	Hold	446	–	–	0.01%	231
2021 Q2	$37K	Hold	446	–	–	0.01%	217
2021 Q1	$34K	Hold	446	–	–	0.01%	188
2020 Q4	$34K	Hold	446	–	–	0.01%	182
2020 Q3	$32K	Hold	446	–	–	0.01%	168
2020 Q2	$31K	Hold	446	–	–	0.01%	173
2020 Q1	$27K	Hold	446	–	–	0.01%	172
2019 Q4	$31K	Hold	446	–	–	0.01%	186
2019 Q3	$27K	Hold	446	–	–	0.01%	188
2019 Q2	$28K	Hold	446	–	–	0.01%	176
2019 Q1	$27K	Hold	446	–	–	0.01%	172
2018 Q4	$25K	Hold	446	–	–	0.01%	179
2018 Q3	$28K	Hold	446	–	–	0.01%	184
2018 Q2	$25K	Hold	446	–	–	0.01%	194
2018 Q1	$25K	Hold	446	–	–	0.01%	191
2017 Q4	$25K	Hold	446	–	–	0.01%	198
2017 Q3	$25K	Hold	446	–	–	0.01%	191
2017 Q2	$24K	Hold	446	–	–	0.01%	195
2017 Q1	$23K	Hold	446	–	–	0.01%	195
2016 Q4	$21K	Hold	446	–	–	0.01%	193
2016 Q3	$22K	Hold	446	–	–	0.01%	186
2016 Q2	$23K	Hold	446	–	–	0.01%	182
2016 Q1	$21K	Hold	446	–	–	0.01%	188
2015 Q4	$23K	Hold	446	–	–	0.01%	198
2015 Q3	$22K	Hold	446	–	–	0.01%	188
2015 Q2	$24K	Hold	446	–	–	0.01%	244
2015 Q1	$24K	Hold	446	–	–	0.01%	216
2014 Q4	$22K	Buy	+446	New	+$22.2K	0.01%	221

Other funds holding IXJ

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

FDCDDQ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MV Capital Management's IXJ Position: Q1 2024 in Review

MV Capital Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2024, closing a stake of 446 shares — an estimated $38.7K sold.

MV Capital Management first reported a position in IXJ in Q4 2014 and held it in 37 quarters. The position peaked at $40K in Q4 2021. 269 funds tracked by Wall St. Rank hold IXJ as of Q1 2024.

MV Capital Management reported no remaining iShares Global Healthcare ETF position as of Q1 2024 after selling out during the quarter.
MV Capital Management sold 446 iShares Global Healthcare ETF shares in Q1 2024, an estimated $38.7K.
MV Capital Management first reported a position in iShares Global Healthcare ETF in Q4 2014 and held it in 37 quarters.
MV Capital Management's iShares Global Healthcare ETF position peaked at $40K in Q4 2021.
269 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2024.

Based on MV Capital Management's 13F filing for Q1 2024, filed 18 Apr 2024.