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

HHM 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
2024 Q2	–	Sell	-297	Closed	-$43K	–	862
2024 Q1	$43K	Buy	+297	New	+$41K	0.01%	320

Other funds holding URTH

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SMDAM

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

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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

FTUS

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

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

HHM Wealth Advisors's URTH Position: Q2 2024 in Review

HHM Wealth Advisors sold out of iShares MSCI World ETF (URTH) in Q2 2024, closing a stake of 297 shares — an estimated $43K sold.

HHM Wealth Advisors first reported a position in URTH in Q1 2024 and held it in 1 quarter. The position peaked at $43K in Q1 2024. 185 funds tracked by Wall St. Rank hold URTH as of Q2 2024.

HHM Wealth Advisors reported no remaining iShares MSCI World ETF position as of Q2 2024 after selling out during the quarter.
HHM Wealth Advisors sold 297 iShares MSCI World ETF shares in Q2 2024, an estimated $43K.
HHM Wealth Advisors first reported a position in iShares MSCI World ETF in Q1 2024 and held it in 1 quarter.
HHM Wealth Advisors's iShares MSCI World ETF position peaked at $43K in Q1 2024.
185 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.