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Personal CFO Solutions’s iShares US Medical Devices ETF IHI Stock Holding History

Personal CFO Solutions’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,060
Closed -$267K – 492
2021
Q4 		$267K Buy
+4,060
New +$260K 0.05% 358

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Personal CFO Solutions's IHI Position: Q1 2022 in Review

Personal CFO Solutions sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 4,060 shares — an estimated $267K sold.

Personal CFO Solutions first reported a position in IHI in Q4 2021 and held it in 1 quarter. The position peaked at $267K in Q4 2021. 631 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

  • Personal CFO Solutions reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 4,060 iShares US Medical Devices ETF shares in Q1 2022, an estimated $267K.
  • Personal CFO Solutions first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 1 quarter.
  • Personal CFO Solutions's iShares US Medical Devices ETF position peaked at $267K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.