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TrueWealth LLC’s iShares US Healthcare Providers ETF IHF Stock Holding History

TrueWealth LLC’s Portfolio IHF Stock Details IHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10
Closed – – 754
2019
Q4 		$0 Hold
10
– – ﹤0.01% 746
2019
Q3 		$0 Hold
10
– – ﹤0.01% 715
2019
Q2 		$0 Hold
10
– – ﹤0.01% 743
2019
Q1 		$0 Hold
10
– – ﹤0.01% 743
2018
Q4 		$0 Buy
+10
New +$379 ﹤0.01% 766

Other funds holding IHF

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TrueWealth LLC's IHF Position: Q1 2020 in Review

TrueWealth LLC sold out of iShares US Healthcare Providers ETF (IHF) in Q1 2020, closing a stake of 10 shares.

TrueWealth LLC first reported a position in IHF in Q4 2018 and held it in 5 quarters. The position peaked at $0 in Q4 2019. 156 funds tracked by Wall St. Rank hold IHF as of Q1 2020.

  • TrueWealth LLC reported no remaining iShares US Healthcare Providers ETF position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 10 iShares US Healthcare Providers ETF shares in Q1 2020.
  • TrueWealth LLC first reported a position in iShares US Healthcare Providers ETF in Q4 2018 and held it in 5 quarters.
  • TrueWealth LLC's iShares US Healthcare Providers ETF position peaked at $0 in Q4 2019.
  • 156 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.