SevenBridge Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-570	Closed	-$23K	–	347
2019 Q2	$23K	Hold	570	–	–	0.01%	370
2019 Q1	$22K	Hold	570	–	–	0.01%	336
2018 Q4	$19K	Hold	570	–	–	0.01%	310
2018 Q3	$22K	Hold	570	–	–	0.01%	335
2018 Q2	$19K	Hold	570	–	–	0.01%	351
2018 Q1	$18K	Hold	570	–	–	0.01%	365
2017 Q4	$16K	Hold	570	–	–	0.01%	397
2017 Q3	$16K	Hold	570	–	–	0.01%	395
2017 Q2	$16K	Hold	570	–	–	0.01%	409
2017 Q1	$14K	Hold	570	–	–	0.01%	402
2016 Q4	$13K	Hold	570	–	–	0.01%	413
2016 Q3	$13K	Hold	570	–	–	0.01%	409
2016 Q2	$13K	Buy	+570	New	+$12.3K	0.01%	478

Other funds holding IHI

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

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return