Wealthgate Family Office’s iShares Global Healthcare ETF IXJ Stock Holding History

Wealthgate Family Office’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
2021 Q4	–	Sell	-170	Closed	-$14K	–	44
2021 Q3	$14K	Hold	170	–	–	0.02%	40
2021 Q2	$14K	Hold	170	–	–	0.03%	15
2021 Q1	$13K	Hold	170	–	–	0.02%	38
2020 Q4	$13K	Buy	+170	New	+$12.5K	0.02%	37

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

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

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

RBA

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return

Wealthgate Family Office's IXJ Position: Q4 2021 in Review

Wealthgate Family Office sold out of iShares Global Healthcare ETF (IXJ) in Q4 2021, closing a stake of 170 shares — an estimated $14K sold.

Wealthgate Family Office first reported a position in IXJ in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 236 funds tracked by Wall St. Rank hold IXJ as of Q4 2021.

Wealthgate Family Office reported no remaining iShares Global Healthcare ETF position as of Q4 2021 after selling out during the quarter.
Wealthgate Family Office sold 170 iShares Global Healthcare ETF shares in Q4 2021, an estimated $14K.
Wealthgate Family Office first reported a position in iShares Global Healthcare ETF in Q4 2020 and held it in 4 quarters.
Wealthgate Family Office's iShares Global Healthcare ETF position peaked at $14K in Q3 2021.
236 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q4 2021.

Based on Wealthgate Family Office's 13F filing for Q4 2021, filed 14 Feb 2022.