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Wealthspire Advisors (Maryland)’s iShares Global Healthcare ETF IXJ Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-200
Closed -$11K – 2501
2018
Q1 		$11K Hold
200
– – ﹤0.01% 1526
2017
Q4 		$11K Hold
200
– – ﹤0.01% 1549
2017
Q3 		$11K Hold
200
– – ﹤0.01% 1540
2017
Q2 		$11K Buy
+200
New +$10.6K ﹤0.01% 1494

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IXJ Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of iShares Global Healthcare ETF (IXJ) in Q2 2018, closing a stake of 200 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in IXJ in Q2 2017 and held it in 4 quarters. The position peaked at $11K in Q1 2018. 165 funds tracked by Wall St. Rank hold IXJ as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Global Healthcare ETF position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 200 iShares Global Healthcare ETF shares in Q2 2018, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Global Healthcare ETF in Q2 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Global Healthcare ETF position peaked at $11K in Q1 2018.
  • 165 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.