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Transatlantique Private Wealth’s iShares Global Healthcare ETF IXJ Stock Holding History

Transatlantique Private Wealth’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
2025
Q4 		$3.87M Buy
39,718
+6,250
+19% +$591K 1.21% 17
2025
Q3 		$2.97M Buy
33,468
+2,413
+8% +$209K 0.97% 24
2025
Q2 		$2.67M Buy
31,055
+1,979
+7% +$170K 0.98% 26
2025
Q1 		$2.65M Sell
29,076
-3,408
-10% -$310K 1.06% 23
2024
Q4 		$2.79M Buy
32,484
+2,272
+8% +$210K 1.06% 22
2024
Q3 		$2.97M Buy
30,212
+3,311
+12% +$321K 1.13% 18
2024
Q2 		$2.5M Buy
26,901
+2,985
+12% +$272K 1.02% 20
2024
Q1 		$2.23M Sell
23,916
-3,119
-12% -$282K 0.97% 22
2023
Q4 		$2.34M Sell
27,035
-2,404
-8% -$199K 1.09% 16
2023
Q3 		$2.43M Buy
29,439
+957
+3% +$81.2K 1.3% 12
2023
Q2 		$2.42M Buy
28,482
+45
+0.2% +$3.84K 1.26% 10
2023
Q1 		$2.37M Buy
+28,437
New +$2.36M 1.31% 13
2022
Q4 		– Sell
-20,462
Closed -$1.54M – 198
2022
Q3 		$1.54M Buy
20,462
+4,243
+26% +$343K 1.03% 21
2022
Q2 		$1.32M Buy
+16,219
New +$1.36M 0.92% 25

Other funds holding IXJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Transatlantique Private Wealth's IXJ Position: Q4 2025 in Review

Transatlantique Private Wealth increased its iShares Global Healthcare ETF (IXJ) stake by 19% in Q4 2025, buying an estimated $591K and bringing the position to 39,718 shares worth $3.87M. The position accounts for 1.21% of the portfolio, ranked #17.

Transatlantique Private Wealth first reported a position in IXJ in Q2 2022 and has held it in 14 quarters since. 293 funds tracked by Wall St. Rank hold IXJ as of Q4 2025.

  • Transatlantique Private Wealth held 39,718 shares of iShares Global Healthcare ETF worth $3.87M as of Q4 2025.
  • Transatlantique Private Wealth bought 6,250 iShares Global Healthcare ETF shares in Q4 2025, an estimated $591K.
  • iShares Global Healthcare ETF made up 1.21% of Transatlantique Private Wealth's portfolio in Q4 2025, its #17 holding.
  • Transatlantique Private Wealth first reported a position in iShares Global Healthcare ETF in Q2 2022 and has held it in 14 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.