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

NewEdge 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
2021 Q2	–	Sell	-19,495	Closed	-$982K	–	293
2021 Q1	$982K	Buy	19,495 +13,490	+225%	+$660K	0.1%	160
2020 Q4	$282K	Buy	+6,005	New	+$267K	0.09%	128

Other funds holding IHF

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WBG

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

NewEdge Wealth's IHF Position: Q2 2021 in Review

NewEdge Wealth sold out of iShares US Healthcare Providers ETF (IHF) in Q2 2021, closing a stake of 19,495 shares — an estimated $982K sold.

NewEdge Wealth first reported a position in IHF in Q4 2020 and held it in 2 quarters. The position peaked at $982K in Q1 2021. 184 funds tracked by Wall St. Rank hold IHF as of Q2 2021.

NewEdge Wealth reported no remaining iShares US Healthcare Providers ETF position as of Q2 2021 after selling out during the quarter.
NewEdge Wealth sold 19,495 iShares US Healthcare Providers ETF shares in Q2 2021, an estimated $982K.
NewEdge Wealth first reported a position in iShares US Healthcare Providers ETF in Q4 2020 and held it in 2 quarters.
NewEdge Wealth's iShares US Healthcare Providers ETF position peaked at $982K in Q1 2021.
184 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q2 2021.

Based on NewEdge Wealth's 13F filing for Q2 2021, filed 11 Aug 2021.