Accel Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Accel Wealth Management’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-70	Closed	-$9K	–	970
2021 Q4	$9K	Hold	70	–	–	﹤0.01%	733
2021 Q3	$9K	Buy	+70	New	+$9.08K	0.01%	668

Other funds holding URTH

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Accel Wealth Management's URTH Position: Q1 2022 in Review

Accel Wealth Management sold out of iShares MSCI World ETF (URTH) in Q1 2022, closing a stake of 70 shares — an estimated $9K sold.

Accel Wealth Management first reported a position in URTH in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 138 funds tracked by Wall St. Rank hold URTH as of Q1 2022.

Accel Wealth Management reported no remaining iShares MSCI World ETF position as of Q1 2022 after selling out during the quarter.
Accel Wealth Management sold 70 iShares MSCI World ETF shares in Q1 2022, an estimated $9K.
Accel Wealth Management first reported a position in iShares MSCI World ETF in Q3 2021 and held it in 2 quarters.
Accel Wealth Management's iShares MSCI World ETF position peaked at $9K in Q4 2021.
138 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.