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Tilia Fiduciary Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

Tilia Fiduciary Partners’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
2023
Q3 		– Sell
-49
Closed -$4.17K – 282
2023
Q2 		$4.17K Buy
+49
New +$4.18K ﹤0.01% 448

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Bank of America
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tilia Fiduciary Partners's IXJ Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Global Healthcare ETF (IXJ) in Q3 2023, closing a stake of 49 shares — an estimated $4.17K sold.

Tilia Fiduciary Partners first reported a position in IXJ in Q2 2023 and held it in 1 quarter. The position peaked at $4.17K in Q2 2023. 267 funds tracked by Wall St. Rank hold IXJ as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining iShares Global Healthcare ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 49 iShares Global Healthcare ETF shares in Q3 2023, an estimated $4.17K.
  • Tilia Fiduciary Partners first reported a position in iShares Global Healthcare ETF in Q2 2023 and held it in 1 quarter.
  • Tilia Fiduciary Partners's iShares Global Healthcare ETF position peaked at $4.17K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.