Union Bancaire Privee’s iShares Global Healthcare ETF IXJ Stock Holding History

Union Bancaire Privee’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
2026 Q3	$146K	Sell	1,435 -753	-34%	-$77K	﹤0.01%	368
2026 Q2	$205K	Hold	2,188	–	–	﹤0.01%	384
2026 Q1	$189K	Hold	2,188	–	–	﹤0.01%	392
2025 Q4	$200K	Buy	2,188 +438	+25%	+$41.4K	﹤0.01%	394
2025 Q3	$144K	Hold	1,750	–	–	﹤0.01%	389
2025 Q2	$150K	Hold	1,750	–	–	﹤0.01%	385
2025 Q1	$159K	Sell	1,750 -2,701	-61%	-$245K	﹤0.01%	384
2024 Q4	$375K	Buy	+4,451	New	+$411K	0.01%	360

Other funds holding IXJ

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Union Bancaire Privee's IXJ Position: Q3 2026 in Review

Union Bancaire Privee reduced its iShares Global Healthcare ETF (IXJ) stake by 34% in Q3 2026, selling an estimated $77K and leaving 1,435 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Union Bancaire Privee first reported a position in IXJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $375K in Q4 2024. 203 funds tracked by Wall St. Rank hold IXJ as of Q3 2026.

Union Bancaire Privee held 1,435 shares of iShares Global Healthcare ETF worth $146K as of Q3 2026.
Union Bancaire Privee sold 753 iShares Global Healthcare ETF shares in Q3 2026, an estimated $77K.
iShares Global Healthcare ETF made up ﹤0.01% of Union Bancaire Privee's portfolio in Q3 2026, its #368 holding.
Union Bancaire Privee first reported a position in iShares Global Healthcare ETF in Q4 2024 and has held it in 8 quarters since.
Union Bancaire Privee's iShares Global Healthcare ETF position peaked at $375K in Q4 2024.
203 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2026.

Based on Union Bancaire Privee's 13F filing for Q3 2026, filed 4 Nov 2026.