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Bank Pictet & Cie (Europe)’s iShares MSCI World ETF URTH Stock Holding History

Bank Pictet & Cie (Europe)’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
2024
Q1 		– Sell
-3,430
Closed -$456K – 268
2023
Q4 		$456K Buy
3,430
+474
+16% +$59.1K 0.01% 196
2023
Q3 		$355K Hold
2,956
– – 0.01% 201
2023
Q2 		$368K Hold
2,956
– – 0.01% 205
2023
Q1 		$348K Hold
2,956
– – 0.01% 146
2022
Q4 		$323K Hold
2,956
– – 0.02% 141
2022
Q3 		$295K Sell
2,956
-1,708
-37% -$190K 0.01% 142
2022
Q2 		$498K Hold
4,664
– – 0.02% 116
2022
Q1 		$598K Hold
4,664
– – 0.02% 116
2021
Q4 		$631K Hold
4,664
– – 0.02% 125
2021
Q3 		$590K Hold
4,664
– – 0.02% 123
2021
Q2 		$590K Hold
4,664
– – 0.02% 127
2021
Q1 		$553K Hold
4,664
– – 0.02% 123
2020
Q4 		$524K Buy
4,664
+661
+17% +$70.1K 0.03% 112
2020
Q3 		$398K Hold
4,003
– – 0.02% 102
2020
Q2 		$369K Hold
4,003
– – 0.03% 98
2020
Q1 		$312K Hold
4,003
– – 0.03% 114
2019
Q4 		$395K Sell
4,003
-1,015
-20% -$96.6K 0.06% 123
2019
Q3 		$461K Hold
5,018
– – 0.08% 106
2019
Q2 		$457K Buy
5,018
+1,039
+26% +$93.6K 0.08% 104
2019
Q1 		$353K Buy
+3,979
New +$340K 0.06% 125

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank Pictet & Cie (Europe)'s URTH Position: Q1 2024 in Review

Bank Pictet & Cie (Europe) sold out of iShares MSCI World ETF (URTH) in Q1 2024, closing a stake of 3,430 shares — an estimated $456K sold.

Bank Pictet & Cie (Europe) first reported a position in URTH in Q1 2019 and held it in 20 quarters. The position peaked at $631K in Q4 2021. 179 funds tracked by Wall St. Rank hold URTH as of Q1 2024.

  • Bank Pictet & Cie (Europe) reported no remaining iShares MSCI World ETF position as of Q1 2024 after selling out during the quarter.
  • Bank Pictet & Cie (Europe) sold 3,430 iShares MSCI World ETF shares in Q1 2024, an estimated $456K.
  • Bank Pictet & Cie (Europe) first reported a position in iShares MSCI World ETF in Q1 2019 and held it in 20 quarters.
  • Bank Pictet & Cie (Europe)'s iShares MSCI World ETF position peaked at $631K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q1 2024, filed 7 May 2024.