FSC Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History

FSC Wealth 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 Q2	–	Sell	-99	Closed	-$13K	–	222
2022 Q1	$13K	Hold	99	–	–	0.01%	117
2021 Q4	$13K	Buy	+99	New	+$13.2K	0.01%	123

Other funds holding URTH

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

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

AWM

Angeles Wealth Management Santa Monica, California $1.84B AUM 19.34% 1-Year Est. Return

FSC Wealth Advisors's URTH Position: Q2 2022 in Review

FSC Wealth Advisors sold out of iShares MSCI World ETF (URTH) in Q2 2022, closing a stake of 99 shares — an estimated $13K sold.

FSC Wealth Advisors first reported a position in URTH in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 141 funds tracked by Wall St. Rank hold URTH as of Q2 2022.

FSC Wealth Advisors reported no remaining iShares MSCI World ETF position as of Q2 2022 after selling out during the quarter.
FSC Wealth Advisors sold 99 iShares MSCI World ETF shares in Q2 2022, an estimated $13K.
FSC Wealth Advisors first reported a position in iShares MSCI World ETF in Q4 2021 and held it in 2 quarters.
FSC Wealth Advisors's iShares MSCI World ETF position peaked at $13K in Q1 2022.
141 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2022.

Based on FSC Wealth Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.