Vigilant Capital Management’s iShares Global Healthcare ETF IXJ Stock Holding History

Vigilant Capital Management’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
2023 Q2	$226K	Sell	2,660 -40	-1%	-$3.41K	0.02%	139
2023 Q1	$225K	Buy	2,700 +250	+10%	+$20.7K	0.02%	136
2022 Q4	$208K	Buy	2,450 +270	+12%	+$22.3K	0.02%	143
2022 Q3	$164K	Buy	2,180 +300	+16%	+$24.3K	0.02%	163
2022 Q2	$153K	Buy	1,880 +1,280	+213%	+$107K	0.01%	176
2022 Q1	$53K	Buy	+600	New	+$50.8K	﹤0.01%	288
2018 Q2	–	Sell	-300	Closed	-$17K	–	487
2018 Q1	$17K	Hold	300	–	–	﹤0.01%	316
2017 Q4	$17K	Buy	+300	New	+$16.9K	﹤0.01%	305

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

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

RBA

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Vigilant Capital Management's IXJ Position: Q2 2023 in Review

Vigilant Capital Management reduced its iShares Global Healthcare ETF (IXJ) stake by 1.5% in Q2 2023, selling an estimated $3.41K and leaving 2,660 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #139.

Vigilant Capital Management first reported a position in IXJ in Q4 2017 and has held it in 8 quarters since. 272 funds tracked by Wall St. Rank hold IXJ as of Q2 2023.

Vigilant Capital Management held 2,660 shares of iShares Global Healthcare ETF worth $226K as of Q2 2023.
Vigilant Capital Management sold 40 iShares Global Healthcare ETF shares in Q2 2023, an estimated $3.41K.
iShares Global Healthcare ETF made up 0.02% of Vigilant Capital Management's portfolio in Q2 2023, its #139 holding.
Vigilant Capital Management first reported a position in iShares Global Healthcare ETF in Q4 2017 and has held it in 8 quarters since.
272 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.