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TrueWealth LLC’s iShares Global Healthcare ETF IXJ Stock Holding History

TrueWealth LLC’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
2020
Q2 		$137K Buy
1,995
+1,095
+122% +$73.9K 0.06% 172
2020
Q1 		$55K Buy
+900
New +$59.3K 0.03% 239

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TrueWealth LLC's IXJ Position: Q2 2020 in Review

TrueWealth LLC increased its iShares Global Healthcare ETF (IXJ) stake by 122% in Q2 2020, buying an estimated $73.9K and bringing the position to 1,995 shares worth $137K. The position accounts for 0.06% of the portfolio, ranked #172.

TrueWealth LLC first reported a position in IXJ in Q1 2020 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold IXJ as of Q2 2020.

  • TrueWealth LLC held 1,995 shares of iShares Global Healthcare ETF worth $137K as of Q2 2020.
  • TrueWealth LLC bought 1,095 iShares Global Healthcare ETF shares in Q2 2020, an estimated $73.9K.
  • iShares Global Healthcare ETF made up 0.06% of TrueWealth LLC's portfolio in Q2 2020, its #172 holding.
  • TrueWealth LLC first reported a position in iShares Global Healthcare ETF in Q1 2020 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.