Farther Finance Advisors’s iShares MSCI Water Management Multisector ETF IWTR Stock Holding History

Farther Finance Advisors’s Portfolio IWTR Stock Details IWTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12	Closed	-$316	–	3586
2023 Q3	$316	Hold	12	–	–	﹤0.01%	2370
2023 Q2	$346	Buy	+12	New	+$341	﹤0.01%	2250

Other funds holding IWTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Farther Finance Advisors's IWTR Position: Q4 2023 in Review

Farther Finance Advisors sold out of iShares MSCI Water Management Multisector ETF (IWTR) in Q4 2023, closing a stake of 12 shares — an estimated $316 sold.

Farther Finance Advisors first reported a position in IWTR in Q2 2023 and held it in 2 quarters. The position peaked at $346 in Q2 2023. 5 funds tracked by Wall St. Rank hold IWTR as of Q4 2023.

Farther Finance Advisors reported no remaining iShares MSCI Water Management Multisector ETF position as of Q4 2023 after selling out during the quarter.
Farther Finance Advisors sold 12 iShares MSCI Water Management Multisector ETF shares in Q4 2023, an estimated $316.
Farther Finance Advisors first reported a position in iShares MSCI Water Management Multisector ETF in Q2 2023 and held it in 2 quarters.
Farther Finance Advisors's iShares MSCI Water Management Multisector ETF position peaked at $346 in Q2 2023.
5 funds tracked by Wall St. Rank held iShares MSCI Water Management Multisector ETF as of Q4 2023.

Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.