Trust Company of Vermont’s iShares Global Healthcare ETF IXJ Stock Holding History

Trust Company of Vermont’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
2022 Q4	–	Sell	-126	Closed	-$9K	–	932
2022 Q3	$9K	Buy	+126	New	+$10.2K	﹤0.01%	733
2021 Q3	–	Sell	-29	Closed	-$2K	–	524
2021 Q2	$2K	Sell	29 -15	-34%	-$1.21K	﹤0.01%	747
2021 Q1	$3K	Sell	44 -9	-17%	-$693	﹤0.01%	703
2020 Q4	$4K	Sell	53 -13	-20%	-$957	﹤0.01%	691
2020 Q3	$5K	Sell	66 -13	-16%	-$932	﹤0.01%	665
2020 Q2	$5K	Hold	79	–	–	﹤0.01%	687
2020 Q1	$5K	Buy	79 +2	+3%	+$132	﹤0.01%	744
2019 Q4	$5K	Sell	77 -35	-31%	-$2.27K	﹤0.01%	781
2019 Q3	$7K	Hold	112	–	–	﹤0.01%	787
2019 Q2	$7K	Hold	112	–	–	﹤0.01%	791
2019 Q1	$7K	Hold	112	–	–	﹤0.01%	758
2018 Q4	$6K	Hold	112	–	–	﹤0.01%	807
2018 Q3	$7K	Buy	112 +32	+40%	+$1.93K	﹤0.01%	867
2018 Q2	$5K	Hold	80	–	–	﹤0.01%	943
2018 Q1	$4K	Sell	80 -38	-32%	-$2.19K	﹤0.01%	853
2017 Q4	$7K	Buy	+118	New	+$6.64K	﹤0.01%	803

Other funds holding IXJ

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Trust Company of Vermont's IXJ Position: Q4 2022 in Review

Trust Company of Vermont sold out of iShares Global Healthcare ETF (IXJ) in Q4 2022, closing a stake of 126 shares — an estimated $9K sold.

Trust Company of Vermont first reported a position in IXJ in Q4 2017 and held it in 16 quarters. The position peaked at $9K in Q3 2022. 270 funds tracked by Wall St. Rank hold IXJ as of Q4 2022.

Trust Company of Vermont reported no remaining iShares Global Healthcare ETF position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 126 iShares Global Healthcare ETF shares in Q4 2022, an estimated $9K.
Trust Company of Vermont first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 16 quarters.
Trust Company of Vermont's iShares Global Healthcare ETF position peaked at $9K in Q3 2022.
270 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.