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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
2024
Q1 		$1K Sell
100
-500
-83% -$69K ﹤0.01% 2123
2023
Q4 		$7K Buy
+600
New +$74.8K ﹤0.01% 2596
2023
Q1 		– Sell
-500
Closed -$1K – 4764
2022
Q4 		$1K Buy
+500
New +$54.3K ﹤0.01% 4180
2022
Q2 		– Sell
-200
Closed -$1K – 5711
2022
Q1 		$1K Buy
+200
New +$25.4K ﹤0.01% 5101
2018
Q1 		– Sell
-2,000
Closed -$7K – 5259
2017
Q4 		$7K Sell
2,000
-1,000
-33% -$86.4K ﹤0.01% 3410
2017
Q3 		$5K Buy
+3,000
New +$247K ﹤0.01% 4438
2016
Q3 		– Sell
-51,200
Closed -$44K – 7408
2016
Q2 		$44K Buy
+51,200
New +$3.58M ﹤0.01% 2487

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.