Corient Capital Partners’s iShares MSCI World ETF URTH Stock Holding History

Corient Capital 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
2021 Q1	–	Sell	-5,414	Closed	-$609K	–	626
2020 Q4	$609K	Buy	+5,414	New	+$574K	0.06%	244

Other funds holding URTH

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Corient Capital Partners's URTH Position: Q1 2021 in Review

Corient Capital Partners sold out of iShares MSCI World ETF (URTH) in Q1 2021, closing a stake of 5,414 shares — an estimated $609K sold.

Corient Capital Partners first reported a position in URTH in Q4 2020 and held it in 1 quarter. The position peaked at $609K in Q4 2020. 103 funds tracked by Wall St. Rank hold URTH as of Q1 2021.

Corient Capital Partners reported no remaining iShares MSCI World ETF position as of Q1 2021 after selling out during the quarter.
Corient Capital Partners sold 5,414 iShares MSCI World ETF shares in Q1 2021, an estimated $609K.
Corient Capital Partners first reported a position in iShares MSCI World ETF in Q4 2020 and held it in 1 quarter.
Corient Capital Partners's iShares MSCI World ETF position peaked at $609K in Q4 2020.
103 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2021.

Based on Corient Capital Partners's 13F filing for Q1 2021, filed 17 May 2021.