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Simplicity Solutions’s iShares Global Healthcare ETF IXJ Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-3,985
Closed -$286K – 960
2020
Q3 		$286K Buy
+3,985
New +$286K 0.01% 732

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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's IXJ Position: Q4 2020 in Review

Simplicity Solutions sold out of iShares Global Healthcare ETF (IXJ) in Q4 2020, closing a stake of 3,985 shares — an estimated $286K sold.

Simplicity Solutions first reported a position in IXJ in Q3 2020 and held it in 1 quarter. The position peaked at $286K in Q3 2020. 210 funds tracked by Wall St. Rank hold IXJ as of Q4 2020.

  • Simplicity Solutions reported no remaining iShares Global Healthcare ETF position as of Q4 2020 after selling out during the quarter.
  • Simplicity Solutions sold 3,985 iShares Global Healthcare ETF shares in Q4 2020, an estimated $286K.
  • Simplicity Solutions first reported a position in iShares Global Healthcare ETF in Q3 2020 and held it in 1 quarter.
  • Simplicity Solutions's iShares Global Healthcare ETF position peaked at $286K in Q3 2020.
  • 210 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.