UBS Group
IEHS

UBS Group’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

UBS Group’s Portfolio IEHS Stock Details IEHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-232
Closed -$9K – 11734
2022
Q2 		$9K Sell
232
-292
-56% -$11.8K ﹤0.01% 8255
2022
Q1 		$23K Sell
524
-280
-35% -$11.9K ﹤0.01% 7324
2021
Q4 		$37K Buy
804
+536
+200% +$23.3K ﹤0.01% 7197
2021
Q3 		$11K Sell
268
-1,180
-81% -$51K ﹤0.01% 7952
2021
Q2 		$60K Buy
+1,448
New +$58.7K ﹤0.01% 6280
2020
Q4 		– Sell
-1,312
Closed -$44K – 8963
2020
Q3 		$44K Buy
1,312
+748
+133% +$24.7K ﹤0.01% 5739
2020
Q2 		$17K Buy
564
+146
+35% +$4.41K ﹤0.01% 6672
2020
Q1 		$11K Buy
+418
New +$12.6K ﹤0.01% 6896

Other funds holding IEHS

WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's IEHS Position: Q3 2022 in Review

UBS Group sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2022, closing a stake of 232 shares — an estimated $9K sold.

UBS Group first reported a position in IEHS in Q1 2020 and held it in 8 quarters. The position peaked at $60K in Q2 2021. 2 funds tracked by Wall St. Rank hold IEHS as of Q3 2022.

  • UBS Group reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2022 after selling out during the quarter.
  • UBS Group sold 232 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2022, an estimated $9K.
  • UBS Group first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q1 2020 and held it in 8 quarters.
  • UBS Group's iShares Evolved U.S. Healthcare Staples ETF position peaked at $60K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2022.

Based on UBS Group's 13F filing for Q3 2022, filed 10 Nov 2022.