Sawyer & Company’s iShares Global Healthcare ETF IXJ Stock Holding History

Sawyer & Company’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
2020 Q2	–	Sell	-225	Closed	-$14K	–	173
2020 Q1	$14K	Sell	225 -223	-50%	-$14.7K	0.01%	140
2019 Q4	$31K	Hold	448	–	–	0.02%	136
2019 Q3	$27K	Hold	448	–	–	0.02%	135
2019 Q2	$28K	Hold	448	–	–	0.02%	140
2019 Q1	$27K	Hold	448	–	–	0.02%	136
2018 Q4	$25K	Hold	448	–	–	0.02%	139
2018 Q3	$28K	Hold	448	–	–	0.02%	147
2018 Q2	$25K	Hold	448	–	–	0.02%	148
2018 Q1	$25K	Hold	448	–	–	0.02%	150
2017 Q4	$25K	Buy	+448	New	+$25.2K	0.02%	140

Other funds holding IXJ

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sawyer & Company's IXJ Position: Q2 2020 in Review

Sawyer & Company sold out of iShares Global Healthcare ETF (IXJ) in Q2 2020, closing a stake of 225 shares — an estimated $14K sold.

Sawyer & Company first reported a position in IXJ in Q4 2017 and held it in 10 quarters. The position peaked at $31K in Q4 2019. 203 funds tracked by Wall St. Rank hold IXJ as of Q2 2020.

Sawyer & Company reported no remaining iShares Global Healthcare ETF position as of Q2 2020 after selling out during the quarter.
Sawyer & Company sold 225 iShares Global Healthcare ETF shares in Q2 2020, an estimated $14K.
Sawyer & Company first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 10 quarters.
Sawyer & Company's iShares Global Healthcare ETF position peaked at $31K in Q4 2019.
203 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2020.

Based on Sawyer & Company's 13F filing for Q2 2020, filed 31 Jul 2020.