TCI Wealth Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

TCI Wealth Advisors’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
2022 Q3	–	Sell	-50	Closed	-$4K	–	2422
2022 Q2	$4K	Buy	+50	New	+$4.18K	﹤0.01%	1641
2021 Q4	–	Sell	-10	Closed	-$1K	–	2411
2021 Q3	$1K	Buy	+10	New	+$865	﹤0.01%	2277
2019 Q4	–	Sell	-186	Closed	-$11K	–	1609
2019 Q3	$11K	Buy	+186	New	+$11.4K	﹤0.01%	627

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

FDCDDQ

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RBA

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

TCI Wealth Advisors's IXJ Position: Q3 2022 in Review

TCI Wealth Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q3 2022, closing a stake of 50 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in IXJ in Q3 2019 and held it in 3 quarters. The position peaked at $11K in Q3 2019. 236 funds tracked by Wall St. Rank hold IXJ as of Q3 2022.

TCI Wealth Advisors reported no remaining iShares Global Healthcare ETF position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 50 iShares Global Healthcare ETF shares in Q3 2022, an estimated $4K.
TCI Wealth Advisors first reported a position in iShares Global Healthcare ETF in Q3 2019 and held it in 3 quarters.
TCI Wealth Advisors's iShares Global Healthcare ETF position peaked at $11K in Q3 2019.
236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.