UCFA
IXJ icon

United Capital Financial Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

United Capital Financial Advisors’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
Q1 		$3.97M Buy
42,370
+61
+0.1% +$5.97K 0.02% 409
2025
Q4 		$4.12M Buy
+42,309
New +$4M 0.02% 384
2019
Q1 		– Sell
-91,879
Closed -$5.21M – 1374
2018
Q4 		$5.21M Buy
+91,879
New +$5.5M 0.04% 366
2015
Q4 		– Sell
-98,294
Closed -$4.84M – 1254
2015
Q3 		$4.84M Sell
98,294
-36,938
-27% -$1.99M 0.06% 326
2015
Q2 		$7.35M Buy
135,232
+39,836
+42% +$2.19M 0.09% 272
2015
Q1 		$5.14M Buy
95,396
+23,050
+32% +$1.21M 0.06% 326
2014
Q4 		$3.6M Buy
+72,346
New +$3.59M 0.05% 326

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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return