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Harbor Investment Advisory’s iShares MSCI World ETF URTH Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-900
Closed -$83.1K – 1193
2019
Q4 		$89K Buy
+900
New +$85.6K 0.02% 343

Other funds holding URTH

Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Harbor Investment Advisory's URTH Position: Q1 2020 in Review

Harbor Investment Advisory sold out of iShares MSCI World ETF (URTH) in Q1 2020, closing a stake of 900 shares — an estimated $83.1K sold.

Harbor Investment Advisory first reported a position in URTH in Q4 2019 and held it in 1 quarter. The position peaked at $89K in Q4 2019. 90 funds tracked by Wall St. Rank hold URTH as of Q1 2020.

  • Harbor Investment Advisory reported no remaining iShares MSCI World ETF position as of Q1 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 900 iShares MSCI World ETF shares in Q1 2020, an estimated $83.1K.
  • Harbor Investment Advisory first reported a position in iShares MSCI World ETF in Q4 2019 and held it in 1 quarter.
  • Harbor Investment Advisory's iShares MSCI World ETF position peaked at $89K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2020.

Based on Harbor Investment Advisory's 13F filing for Q1 2020, filed 11 May 2020.