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Cetera Advisors’s iShares MSCI World ETF URTH Stock Holding History

Cetera 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
Q1 		$451K Buy
+3,111
New +$429K ﹤0.01% 1668
2019
Q2 		– Sell
-339
Closed -$31K – 1269
2019
Q1 		$31K Buy
+339
New +$29K ﹤0.01% 1030
2014
Q2 		– Sell
-6,315
Closed -$450K – 630
2014
Q1 		$450K Sell
6,315
-1,275
-17% -$88.7K 0.06% 336
2013
Q4 		$534K Sell
7,590
-2,575
-25% -$174K 0.08% 275
2013
Q3 		$676K Buy
+10,165
New +$655K 0.12% 190

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 $6.19B AUM 16.5% 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

Cetera Advisors's URTH Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares MSCI World ETF (URTH) in Q1 2024: 3,111 shares worth $451K. The stake represents ﹤0.01% of the portfolio and ranks #1668 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in URTH as recently as Q1 2019.

Cetera Advisors first reported a position in URTH in Q3 2013 and has held it in 5 quarters since. The position peaked at $676K in Q3 2013. 179 funds tracked by Wall St. Rank hold URTH as of Q1 2024.

  • Cetera Advisors held 3,111 shares of iShares MSCI World ETF worth $451K as of Q1 2024.
  • iShares MSCI World ETF was a new Cetera Advisors position in Q1 2024.
  • iShares MSCI World ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1668 holding.
  • Cetera Advisors first reported a position in iShares MSCI World ETF in Q3 2013 and has held it in 5 quarters since.
  • Cetera Advisors's iShares MSCI World ETF position peaked at $676K in Q3 2013.
  • 179 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.