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Security National Trust’s iShares Global Healthcare ETF IXJ Stock Holding History

Security National Trust’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
-96
Closed -$6K – 447
2020
Q1 		$6K Hold
96
– – ﹤0.01% 393
2019
Q4 		$7K Buy
+96
New +$6.23K ﹤0.01% 396

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
Morgan Stanley
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank Julius Baer & Co
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
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

Security National Trust's IXJ Position: Q2 2020 in Review

Security National Trust sold out of iShares Global Healthcare ETF (IXJ) in Q2 2020, closing a stake of 96 shares — an estimated $6K sold.

Security National Trust first reported a position in IXJ in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q4 2019. 203 funds tracked by Wall St. Rank hold IXJ as of Q2 2020.

  • Security National Trust reported no remaining iShares Global Healthcare ETF position as of Q2 2020 after selling out during the quarter.
  • Security National Trust sold 96 iShares Global Healthcare ETF shares in Q2 2020, an estimated $6K.
  • Security National Trust first reported a position in iShares Global Healthcare ETF in Q4 2019 and held it in 2 quarters.
  • Security National Trust's iShares Global Healthcare ETF position peaked at $7K in Q4 2019.
  • 203 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.