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First Horizon Advisors’s iShares MSCI World ETF URTH Stock Holding History

First Horizon 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
2024
Q1 		– Sell
-213
Closed -$28.4K – 2402
2023
Q4 		$28.4K Buy
+213
New +$26.6K ﹤0.01% 1181
2023
Q3 		– Sell
-34
Closed -$4.23K – 2507
2023
Q2 		$4.23K Buy
+34
New +$4.08K ﹤0.01% 1847
2023
Q1 		– Sell
-572
Closed -$62.5K – 2551
2022
Q4 		$62.5K Buy
+572
New +$62.1K ﹤0.01% 773
2022
Q3 		– Sell
-184
Closed -$19K – 2472
2022
Q2 		$19K Buy
+184
New +$21.4K ﹤0.01% 1322
2016
Q2 		– Sell
-664
Closed -$44K – 1409
2016
Q1 		$44K Buy
+664
New +$43.6K ﹤0.01% 572

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

First Horizon Advisors's URTH Position: Q1 2024 in Review

First Horizon Advisors sold out of iShares MSCI World ETF (URTH) in Q1 2024, closing a stake of 213 shares — an estimated $28.4K sold.

First Horizon Advisors first reported a position in URTH in Q1 2016 and held it in 5 quarters. The position peaked at $62.5K in Q4 2022. 179 funds tracked by Wall St. Rank hold URTH as of Q1 2024.

  • First Horizon Advisors reported no remaining iShares MSCI World ETF position as of Q1 2024 after selling out during the quarter.
  • First Horizon Advisors sold 213 iShares MSCI World ETF shares in Q1 2024, an estimated $28.4K.
  • First Horizon Advisors first reported a position in iShares MSCI World ETF in Q1 2016 and held it in 5 quarters.
  • First Horizon Advisors's iShares MSCI World ETF position peaked at $62.5K in Q4 2022.
  • 179 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.