YorkBridge Wealth Partners’s iShares Global Healthcare ETF IXJ Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-66	Closed	-$4K	–	416
2019 Q2	$4K	Hold	66	–	–	﹤0.01%	670
2019 Q1	$4K	Hold	66	–	–	﹤0.01%	668
2018 Q4	$4K	Hold	66	–	–	﹤0.01%	647
2018 Q3	$4K	Hold	66	–	–	﹤0.01%	670
2018 Q2	$4K	Hold	66	–	–	﹤0.01%	703
2018 Q1	$4K	Hold	66	–	–	﹤0.01%	696
2017 Q4	$4K	Hold	66	–	–	﹤0.01%	725
2017 Q3	$4K	Hold	66	–	–	﹤0.01%	725
2017 Q2	$4K	Hold	66	–	–	﹤0.01%	724
2017 Q1	$3K	Hold	66	–	–	﹤0.01%	730
2016 Q4	$3K	Buy	+66	New	+$3.17K	﹤0.01%	716

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

BCI

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

YorkBridge Wealth Partners's IXJ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Global Healthcare ETF (IXJ) in Q3 2019, closing a stake of 66 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in IXJ in Q4 2016 and held it in 11 quarters. The position peaked at $4K in Q2 2019. 189 funds tracked by Wall St. Rank hold IXJ as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Global Healthcare ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 66 iShares Global Healthcare ETF shares in Q3 2019, an estimated $4K.
YorkBridge Wealth Partners first reported a position in iShares Global Healthcare ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Global Healthcare ETF position peaked at $4K in Q2 2019.
189 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.