Carson Wealth (CWM LLC)
URTH icon

Carson Wealth (CWM LLC)’s iShares MSCI World ETF URTH Stock Holding History

Carson Wealth (CWM LLC)’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
2023
Q4 		– Sell
-1
Closed – – 4534
2023
Q3 		$0 Hold
1
– – ﹤0.01% 4545
2023
Q2 		$0 Buy
+1
New +$120 ﹤0.01% 4474
2019
Q1 		– Sell
-200
Closed -$16K – 3285
2018
Q4 		$16K Buy
+200
New +$17K ﹤0.01% 1205

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s URTH Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of iShares MSCI World ETF (URTH) in Q4 2023, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in URTH in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q4 2018. 174 funds tracked by Wall St. Rank hold URTH as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining iShares MSCI World ETF position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 iShares MSCI World ETF share in Q4 2023.
  • Carson Wealth (CWM LLC) first reported a position in iShares MSCI World ETF in Q4 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s iShares MSCI World ETF position peaked at $16K in Q4 2018.
  • 174 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.