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

CXI 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
2019 Q4	$90K	Buy	+909	New	+$86.5K	0.2%	11

Other funds holding URTH

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

SMDAM

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

CXI Advisors's URTH Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares MSCI World ETF (URTH) in Q4 2019: 909 shares worth $90K. The stake represents 0.2% of the portfolio and ranks #11 among its holdings.

91 funds tracked by Wall St. Rank hold URTH as of Q4 2019.

CXI Advisors held 909 shares of iShares MSCI World ETF worth $90K as of Q4 2019.
iShares MSCI World ETF was a new CXI Advisors position in Q4 2019.
iShares MSCI World ETF made up 0.2% of CXI Advisors's portfolio in Q4 2019, its #11 holding.
91 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.