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

Guidant 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
2019 Q3	$119K	Hold	1,299	–	–	0.04%	131
2019 Q2	$118K	Hold	1,299	–	–	0.05%	134
2019 Q1	$115K	Hold	1,299	–	–	0.04%	135
2018 Q4	$102K	Buy	+1,299	New	+$110K	0.05%	101
2017 Q3	–	Sell	-2,927	Closed	-$235K	–	229
2017 Q2	$235K	Hold	2,927	–	–	0.12%	65
2017 Q1	$227K	Sell	2,927 -330	-10%	-$25.2K	0.12%	64
2016 Q4	$243K	Buy	3,257 +33	+1%	+$2.38K	0.14%	63
2016 Q3	$233K	Buy	+3,224	New	+$232K	0.14%	63

Other funds holding URTH

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Guidant Wealth Advisors's URTH Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares MSCI World ETF (URTH) position steady in Q3 2019 at 1,299 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #131.

Guidant Wealth Advisors first reported a position in URTH in Q3 2016 and has held it in 8 quarters since. The position peaked at $243K in Q4 2016. 73 funds tracked by Wall St. Rank hold URTH as of Q3 2019.

Guidant Wealth Advisors held 1,299 shares of iShares MSCI World ETF worth $119K as of Q3 2019.
Guidant Wealth Advisors left its iShares MSCI World ETF share count unchanged in Q3 2019.
iShares MSCI World ETF made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #131 holding.
Guidant Wealth Advisors first reported a position in iShares MSCI World ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares MSCI World ETF position peaked at $243K in Q4 2016.
73 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.