Concord Wealth Partners’s iShares MSCI World ETF URTH Stock Holding History

Concord Wealth 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
2023 Q1	–	Sell	-66	Closed	-$7.21K	–	1230
2022 Q4	$7.21K	Buy	+66	New	+$7.16K	﹤0.01%	687

Other funds holding URTH

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concord Wealth Partners's URTH Position: Q1 2023 in Review

Concord Wealth Partners sold out of iShares MSCI World ETF (URTH) in Q1 2023, closing a stake of 66 shares — an estimated $7.21K sold.

Concord Wealth Partners first reported a position in URTH in Q4 2022 and held it in 1 quarter. The position peaked at $7.21K in Q4 2022. 151 funds tracked by Wall St. Rank hold URTH as of Q1 2023.

Concord Wealth Partners reported no remaining iShares MSCI World ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 66 iShares MSCI World ETF shares in Q1 2023, an estimated $7.21K.
Concord Wealth Partners first reported a position in iShares MSCI World ETF in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's iShares MSCI World ETF position peaked at $7.21K in Q4 2022.
151 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.