Stelac Advisory Services’s iShares Global Healthcare ETF IXJ Stock Holding History

Stelac Advisory Services’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
2019 Q3	–	Sell	-3,324	Closed	-$205K	–	115
2019 Q2	$205K	Sell	3,324 -808	-20%	-$48.4K	0.16%	54
2019 Q1	$234K	Hold	4,132	–	–	0.11%	53
2018 Q4	$234K	Sell	4,132 -264	-6%	-$15.8K	0.11%	49
2018 Q3	$277K	Sell	4,396 -396	-8%	-$23.9K	0.08%	59
2018 Q2	$270K	Hold	4,792	–	–	0.07%	65
2018 Q1	$267K	Buy	4,792 +976	+26%	+$56.1K	0.08%	59
2017 Q4	$215K	Sell	3,816 -1,020	-21%	-$57.4K	0.09%	46
2017 Q3	$272K	Buy	4,836 +2,998	+163%	+$165K	0.08%	55
2017 Q2	$100K	Buy	+1,838	New	+$97.6K	0.03%	68

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCI

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stelac Advisory Services's IXJ Position: Q3 2019 in Review

Stelac Advisory Services sold out of iShares Global Healthcare ETF (IXJ) in Q3 2019, closing a stake of 3,324 shares — an estimated $205K sold.

Stelac Advisory Services first reported a position in IXJ in Q2 2017 and held it in 9 quarters. The position peaked at $277K in Q3 2018. 189 funds tracked by Wall St. Rank hold IXJ as of Q3 2019.

Stelac Advisory Services reported no remaining iShares Global Healthcare ETF position as of Q3 2019 after selling out during the quarter.
Stelac Advisory Services sold 3,324 iShares Global Healthcare ETF shares in Q3 2019, an estimated $205K.
Stelac Advisory Services first reported a position in iShares Global Healthcare ETF in Q2 2017 and held it in 9 quarters.
Stelac Advisory Services's iShares Global Healthcare ETF position peaked at $277K in Q3 2018.
189 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2019.

Based on Stelac Advisory Services's 13F filing for Q3 2019, filed 31 Oct 2019.