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Newfound Research’s iShares Global Healthcare ETF IXJ Stock Holding History

Newfound Research’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
2020
Q3 		– Sell
-46,378
Closed -$3.19M – 121
2020
Q2 		$3.19M Buy
46,378
+33,271
+254% +$2.25M 3.97% 8
2020
Q1 		$799K Sell
13,107
-58,307
-82% -$3.84M 0.89% 9
2019
Q4 		$4.91M Sell
71,414
-12,727
-15% -$825K 4.61% 1
2019
Q3 		$5.14M Buy
84,141
+61,920
+279% +$3.79M 4.51% 2
2019
Q2 		$1.37M Sell
22,221
-50,584
-69% -$3.03M 1.19% 34
2019
Q1 		$4.45M Sell
72,805
-34,866
-32% -$2.08M 3.24% 15
2018
Q4 		$6.1M Sell
107,671
-31,914
-23% -$1.91M 4.23% 5
2018
Q3 		$8.79M Buy
+139,585
New +$8.43M 4.99% 5
2018
Q1 		– Sell
-97,638
Closed -$5.49M – 208
2017
Q4 		$5.49M Sell
97,638
-7,970
-8% -$448K 2.92% 13
2017
Q3 		$5.94M Buy
105,608
+14,268
+16% +$785K 3.4% 10
2017
Q2 		$4.99M Buy
91,340
+31,716
+53% +$1.69M 3.49% 10
2017
Q1 		$3.06M Buy
+59,624
New +$2.98M 2.39% 16
2016
Q4 		– Sell
-103,336
Closed -$5.21M – 160
2016
Q3 		$5.21M Buy
103,336
+52,368
+103% +$2.69M 4.96% 10
2016
Q2 		$2.57M Buy
+50,968
New +$2.54M 2.69% 13

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Newfound Research's IXJ Position: Q3 2020 in Review

Newfound Research sold out of iShares Global Healthcare ETF (IXJ) in Q3 2020, closing a stake of 46,378 shares — an estimated $3.19M sold.

Newfound Research first reported a position in IXJ in Q2 2016 and held it in 14 quarters. The position peaked at $8.79M in Q3 2018. 198 funds tracked by Wall St. Rank hold IXJ as of Q3 2020.

  • Newfound Research reported no remaining iShares Global Healthcare ETF position as of Q3 2020 after selling out during the quarter.
  • Newfound Research sold 46,378 iShares Global Healthcare ETF shares in Q3 2020, an estimated $3.19M.
  • Newfound Research first reported a position in iShares Global Healthcare ETF in Q2 2016 and held it in 14 quarters.
  • Newfound Research's iShares Global Healthcare ETF position peaked at $8.79M in Q3 2018.
  • 198 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2020.

Based on Newfound Research's 13F filing for Q3 2020, filed 20 Oct 2020.