Regal Wealth Group’s iShares Global Healthcare ETF IXJ Stock Holding History

Regal Wealth Group’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
2021 Q2	–	Sell	-425	Closed	-$33K	–	154
2021 Q1	$33K	Buy	+425	New	+$32.7K	0.02%	112

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Regal Wealth Group's IXJ Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares Global Healthcare ETF (IXJ) in Q2 2021, closing a stake of 425 shares — an estimated $33K sold.

Regal Wealth Group first reported a position in IXJ in Q1 2021 and held it in 1 quarter. The position peaked at $33K in Q1 2021. 212 funds tracked by Wall St. Rank hold IXJ as of Q2 2021.

Regal Wealth Group reported no remaining iShares Global Healthcare ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 425 iShares Global Healthcare ETF shares in Q2 2021, an estimated $33K.
Regal Wealth Group first reported a position in iShares Global Healthcare ETF in Q1 2021 and held it in 1 quarter.
Regal Wealth Group's iShares Global Healthcare ETF position peaked at $33K in Q1 2021.
212 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.