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BLB&B Advisors’s iShares MSCI World ETF URTH Stock Holding History

BLB&B Advisors’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
Q4 		– Sell
-2,242
Closed -$352K – 291
2024
Q3 		$352K Buy
+2,242
New +$338K 0.02% 213

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

BLB&B Advisors's URTH Position: Q4 2024 in Review

BLB&B Advisors sold out of iShares MSCI World ETF (URTH) in Q4 2024, closing a stake of 2,242 shares — an estimated $352K sold.

BLB&B Advisors first reported a position in URTH in Q3 2024 and held it in 1 quarter. The position peaked at $352K in Q3 2024. 217 funds tracked by Wall St. Rank hold URTH as of Q4 2024.

  • BLB&B Advisors reported no remaining iShares MSCI World ETF position as of Q4 2024 after selling out during the quarter.
  • BLB&B Advisors sold 2,242 iShares MSCI World ETF shares in Q4 2024, an estimated $352K.
  • BLB&B Advisors first reported a position in iShares MSCI World ETF in Q3 2024 and held it in 1 quarter.
  • BLB&B Advisors's iShares MSCI World ETF position peaked at $352K in Q3 2024.
  • 217 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2024.

Based on BLB&B Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.