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RWA Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

RWA Wealth Partners’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
2018
Q3 		– Sell
-180
Closed -$10K – 478
2018
Q2 		$10K Buy
+180
New +$10.2K ﹤0.01% 617

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWA Wealth Partners's IXJ Position: Q3 2018 in Review

RWA Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q3 2018, closing a stake of 180 shares — an estimated $10K sold.

RWA Wealth Partners first reported a position in IXJ in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 181 funds tracked by Wall St. Rank hold IXJ as of Q3 2018.

  • RWA Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 180 iShares Global Healthcare ETF shares in Q3 2018, an estimated $10K.
  • RWA Wealth Partners first reported a position in iShares Global Healthcare ETF in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's iShares Global Healthcare ETF position peaked at $10K in Q2 2018.
  • 181 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.