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FinTrust Capital Advisors’s iShares MSCI World ETF URTH Stock Holding History

FinTrust Capital 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
2022
Q4 		– Sell
-999
Closed -$104K – 1282
2022
Q3 		$104K Buy
+999
New +$111K 0.03% 367
2020
Q1 		– Sell
-474
Closed -$47K – 1182
2019
Q4 		$47K Buy
+474
New +$45.1K 0.02% 453

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FinTrust Capital Advisors's URTH Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of iShares MSCI World ETF (URTH) in Q4 2022, closing a stake of 999 shares — an estimated $104K sold.

FinTrust Capital Advisors first reported a position in URTH in Q4 2019 and held it in 2 quarters. The position peaked at $104K in Q3 2022. 170 funds tracked by Wall St. Rank hold URTH as of Q4 2022.

  • FinTrust Capital Advisors reported no remaining iShares MSCI World ETF position as of Q4 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 999 iShares MSCI World ETF shares in Q4 2022, an estimated $104K.
  • FinTrust Capital Advisors first reported a position in iShares MSCI World ETF in Q4 2019 and held it in 2 quarters.
  • FinTrust Capital Advisors's iShares MSCI World ETF position peaked at $104K in Q3 2022.
  • 170 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.