OWA
IXJ icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return