Elevation Capital Advisory’s iShares MSCI World ETF URTH Stock Holding History

Elevation Capital Advisory’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 Q2	$13.8M	Buy	+109,171	New	+$13.6M	7.77%	7

Other funds holding URTH

SMDAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Elevation Capital Advisory's URTH Position: Q2 2021 in Review

Elevation Capital Advisory opened a new position in iShares MSCI World ETF (URTH) in Q2 2021: 109,171 shares worth $13.8M. The stake represents 7.77% of the portfolio and ranks #7 among its holdings.

107 funds tracked by Wall St. Rank hold URTH as of Q2 2021.

Elevation Capital Advisory held 109,171 shares of iShares MSCI World ETF worth $13.8M as of Q2 2021.
iShares MSCI World ETF was a new Elevation Capital Advisory position in Q2 2021.
iShares MSCI World ETF made up 7.77% of Elevation Capital Advisory's portfolio in Q2 2021, its #7 holding.
107 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2021.

Based on Elevation Capital Advisory's 13F filing for Q2 2021, filed 12 Aug 2021.