SG
IEHS

StoneX Group’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

StoneX Group’s Portfolio IEHS Stock Details IEHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,255
Closed -$392K – 331
2019
Q4 		$392K Buy
12,255
+360
+3% +$10.9K 0.16% 183
2019
Q3 		$340K Buy
11,895
+1,160
+11% +$33.9K 0.21% 160
2019
Q2 		$313K Buy
10,735
+1,075
+11% +$29.9K 0.2% 157
2019
Q1 		$273K Buy
9,660
+1,040
+12% +$29K 0.21% 176
2018
Q4 		$226K Buy
+8,620
New +$242K 0.22% 177

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

StoneX Group's IEHS Position: Q1 2020 in Review

StoneX Group sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q1 2020, closing a stake of 12,255 shares — an estimated $392K sold.

StoneX Group first reported a position in IEHS in Q4 2018 and held it in 5 quarters. The position peaked at $392K in Q4 2019. 12 funds tracked by Wall St. Rank hold IEHS as of Q1 2020.

  • StoneX Group reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q1 2020 after selling out during the quarter.
  • StoneX Group sold 12,255 iShares Evolved U.S. Healthcare Staples ETF shares in Q1 2020, an estimated $392K.
  • StoneX Group first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q4 2018 and held it in 5 quarters.
  • StoneX Group's iShares Evolved U.S. Healthcare Staples ETF position peaked at $392K in Q4 2019.
  • 12 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q1 2020.

Based on StoneX Group's 13F filing for Q1 2020, filed 30 Apr 2020.