HWA
URTH icon

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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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.