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Cutler Group’s iShares MSCI World ETF URTH Stock Holding History

Cutler Group’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
2022
Q3 		– Sell
-501
Closed -$55.6K – 5553
2022
Q2 		$53K Buy
+501
New +$58.3K ﹤0.01% 1910
2020
Q3 		– Sell
-300
Closed -$27K – 5281
2020
Q2 		$27K Buy
+300
New +$26.2K ﹤0.01% 2182
2017
Q3 		– Sell
-100
Closed -$8.22K – 6763
2017
Q2 		$8K Buy
+100
New +$7.98K ﹤0.01% 4419
2017
Q1 		– Sell
-2,803
Closed -$214K – 7259
2016
Q4 		$204K Hold
2,803
– – 0.01% 1284
2016
Q3 		$203K Buy
+2,803
New +$202K 0.01% 1194

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 $12.4B AUM 25.9% 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 $1.76B AUM 18.21% 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

Cutler Group's URTH Position: Q3 2022 in Review

Cutler Group sold out of iShares MSCI World ETF (URTH) in Q3 2022, closing a stake of 501 shares — an estimated $55.6K sold.

Cutler Group first reported a position in URTH in Q3 2016 and held it in 5 quarters. The position peaked at $204K in Q4 2016. 138 funds tracked by Wall St. Rank hold URTH as of Q3 2022.

  • Cutler Group reported no remaining iShares MSCI World ETF position as of Q3 2022 after selling out during the quarter.
  • Cutler Group sold 501 iShares MSCI World ETF shares in Q3 2022, an estimated $55.6K.
  • Cutler Group first reported a position in iShares MSCI World ETF in Q3 2016 and held it in 5 quarters.
  • Cutler Group's iShares MSCI World ETF position peaked at $204K in Q4 2016.
  • 138 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2022.

Based on Cutler Group's 13F filing for Q3 2022, filed 25 Oct 2022.