Tri-Star Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Tri-Star Advisors’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-37,404	Closed	-$2.2M	–	45
2021 Q1	$2.2M	Sell	37,404 -18,162	-33%	-$1.01M	1.06%	20
2020 Q4	$3.11M	Buy	55,566 +6,036	+12%	+$316K	1.72%	15
2020 Q3	$2.57M	Buy	49,530 +4,362	+10%	+$211K	1.61%	19
2020 Q2	$2.15M	Buy	+45,168	New	+$1.93M	1.41%	24

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tri-Star Advisors's IHI Position: Q2 2021 in Review

Tri-Star Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 37,404 shares — an estimated $2.2M sold.

Tri-Star Advisors first reported a position in IHI in Q2 2020 and held it in 4 quarters. The position peaked at $3.11M in Q4 2020. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

Tri-Star Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
Tri-Star Advisors sold 37,404 iShares US Medical Devices ETF shares in Q2 2021, an estimated $2.2M.
Tri-Star Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 4 quarters.
Tri-Star Advisors's iShares US Medical Devices ETF position peaked at $3.11M in Q4 2020.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Tri-Star Advisors's 13F filing for Q2 2021, filed 26 Jul 2021.