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One Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

One Wealth Advisors’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
2023
Q4 		– Sell
-7,760
Closed -$640K – 228
2023
Q3 		$640K Buy
7,760
+1,579
+26% +$134K 0.14% 81
2023
Q2 		$525K Buy
6,181
+251
+4% +$21.4K 0.11% 100
2023
Q1 		$494K Buy
5,930
+41
+0.7% +$3.4K 0.11% 102
2022
Q4 		$500K Buy
+5,889
New +$486K 0.11% 96

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

One Wealth Advisors's IXJ Position: Q4 2023 in Review

One Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q4 2023, closing a stake of 7,760 shares — an estimated $640K sold.

One Wealth Advisors first reported a position in IXJ in Q4 2022 and held it in 4 quarters. The position peaked at $640K in Q3 2023. 261 funds tracked by Wall St. Rank hold IXJ as of Q4 2023.

  • One Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q4 2023 after selling out during the quarter.
  • One Wealth Advisors sold 7,760 iShares Global Healthcare ETF shares in Q4 2023, an estimated $640K.
  • One Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q4 2022 and held it in 4 quarters.
  • One Wealth Advisors's iShares Global Healthcare ETF position peaked at $640K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2023.

Based on One Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.