TrueWealth LLC’s iShares US Medical Devices ETF IHI Stock Holding History

TrueWealth LLC’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
2020 Q1	–	Sell	-12	Closed	-$1K	–	755
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	705
2019 Q3	$0	Hold	12	–	–	﹤0.01%	716
2019 Q2	$0	Hold	12	–	–	﹤0.01%	744
2019 Q1	$0	Hold	12	–	–	﹤0.01%	744
2018 Q4	$0	Buy	+12	New	+$416	﹤0.01%	767

Other funds holding IHI

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrueWealth LLC's IHI Position: Q1 2020 in Review

TrueWealth LLC sold out of iShares US Medical Devices ETF (IHI) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

TrueWealth LLC first reported a position in IHI in Q4 2018 and held it in 5 quarters. The position peaked at $1K in Q4 2019. 364 funds tracked by Wall St. Rank hold IHI as of Q1 2020.

TrueWealth LLC reported no remaining iShares US Medical Devices ETF position as of Q1 2020 after selling out during the quarter.
TrueWealth LLC sold 12 iShares US Medical Devices ETF shares in Q1 2020, an estimated $1K.
TrueWealth LLC first reported a position in iShares US Medical Devices ETF in Q4 2018 and held it in 5 quarters.
TrueWealth LLC's iShares US Medical Devices ETF position peaked at $1K in Q4 2019.
364 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2020.

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