Americana Partners’s iShares MSCI World ETF URTH Stock Holding History

Americana Partners’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
2021 Q4	–	Sell	-1,686	Closed	-$213K	–	277
2021 Q3	$213K	Hold	1,686	–	–	0.05%	228
2021 Q2	$213K	Buy	+1,686	New	+$210K	0.11%	128
2020 Q1	–	Sell	-1,686	Closed	-$166K	–	470
2019 Q4	$166K	Buy	+1,686	New	+$160K	0.09%	109

Other funds holding URTH

SMDAM

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 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

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

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

Americana Partners's URTH Position: Q4 2021 in Review

Americana Partners sold out of iShares MSCI World ETF (URTH) in Q4 2021, closing a stake of 1,686 shares — an estimated $213K sold.

Americana Partners first reported a position in URTH in Q4 2019 and held it in 3 quarters. The position peaked at $213K in Q3 2021. 137 funds tracked by Wall St. Rank hold URTH as of Q4 2021.

Americana Partners reported no remaining iShares MSCI World ETF position as of Q4 2021 after selling out during the quarter.
Americana Partners sold 1,686 iShares MSCI World ETF shares in Q4 2021, an estimated $213K.
Americana Partners first reported a position in iShares MSCI World ETF in Q4 2019 and held it in 3 quarters.
Americana Partners's iShares MSCI World ETF position peaked at $213K in Q3 2021.
137 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2021.

Based on Americana Partners's 13F filing for Q4 2021, filed 28 Jan 2022.