Hefty Wealth Partners’s iShares MSCI World ETF URTH Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$6.52M	Buy	74,863 +29,467	+65%	+$2.64M	4.2%	3
2017 Q4	$4M	Buy	45,396 +34,609	+321%	+$2.99M	2.48%	7
2017 Q3	$907K	Buy	10,787 +5,062	+88%	+$416K	0.6%	51
2017 Q2	$459K	Sell	5,725 -6,635	-54%	-$530K	0.31%	71
2017 Q1	$962K	Buy	+12,360	New	+$943K	0.7%	57
2016 Q2	–	Sell	-4,734	Closed	-$328K	–	232
2016 Q1	$328K	Buy	+4,734	New	+$311K	0.31%	80

Other funds holding URTH

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

CPF Texas Plano, Texas $210M AUM 9.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Hefty Wealth Partners's URTH Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares MSCI World ETF (URTH) stake by 65% in Q1 2018, buying an estimated $2.64M and bringing the position to 74,863 shares worth $6.52M. The position accounts for 4.2% of the portfolio, ranked #3.

Hefty Wealth Partners first reported a position in URTH in Q1 2016 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold URTH as of Q1 2018.

Hefty Wealth Partners held 74,863 shares of iShares MSCI World ETF worth $6.52M as of Q1 2018.
Hefty Wealth Partners bought 29,467 iShares MSCI World ETF shares in Q1 2018, an estimated $2.64M.
iShares MSCI World ETF made up 4.2% of Hefty Wealth Partners's portfolio in Q1 2018, its #3 holding.
Hefty Wealth Partners first reported a position in iShares MSCI World ETF in Q1 2016 and has held it in 6 quarters since.
53 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.