Golden State Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Golden State Wealth Management’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
2020 Q2	–	Sell	-13	Closed	-$1K	–	867
2020 Q1	$1K	Buy	+13	New	+$1.2K	﹤0.01%	945
2019 Q4	–	Sell	-13	Closed	-$1K	–	886
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	1046
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	1040
2019 Q1	$1K	Buy	+13	New	+$1.11K	﹤0.01%	1082

Other funds holding URTH

SMDAM

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

FTUS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Golden State Wealth Management's URTH Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares MSCI World ETF (URTH) in Q2 2020, closing a stake of 13 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in URTH in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q1 2020. 81 funds tracked by Wall St. Rank hold URTH as of Q2 2020.

Golden State Wealth Management reported no remaining iShares MSCI World ETF position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 13 iShares MSCI World ETF shares in Q2 2020, an estimated $1K.
Golden State Wealth Management first reported a position in iShares MSCI World ETF in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's iShares MSCI World ETF position peaked at $1K in Q1 2020.
81 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.