Vickerman & Driscoll Financial Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

Vickerman & Driscoll 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
2019 Q2	–	Sell	-3,549	Closed	-$217K	–	69
2019 Q1	$217K	Sell	3,549 -993	-22%	-$59.2K	0.12%	69
2018 Q4	$257K	Sell	4,542 -866	-16%	-$51.8K	0.2%	66
2018 Q3	$341K	Sell	5,408 -1,067	-16%	-$64.5K	0.24%	64
2018 Q2	$365K	Sell	6,475 -10,327	-61%	-$583K	0.27%	65
2018 Q1	$935K	Sell	16,802 -8,484	-34%	-$488K	0.69%	47
2017 Q4	$1.42M	Buy	+25,286	New	+$1.42M	1.12%	23

Other funds holding IXJ

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

RBA

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IXJ Position: Q2 2019 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q2 2019, closing a stake of 3,549 shares — an estimated $217K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IXJ in Q4 2017 and held it in 6 quarters. The position peaked at $1.42M in Q4 2017. 194 funds tracked by Wall St. Rank hold IXJ as of Q2 2019.

Vickerman & Driscoll Financial Advisors reported no remaining iShares Global Healthcare ETF position as of Q2 2019 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 3,549 iShares Global Healthcare ETF shares in Q2 2019, an estimated $217K.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Global Healthcare ETF in Q4 2017 and held it in 6 quarters.
Vickerman & Driscoll Financial Advisors's iShares Global Healthcare ETF position peaked at $1.42M in Q4 2017.
194 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2019.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q2 2019, filed 2 Jul 2019.