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Hoge Financial Services’s iShares MSCI World ETF URTH Stock Holding History

Hoge Financial Services’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
Q1 		– Sell
-2,047
Closed -$272K – 55
2023
Q4 		$272K Buy
+2,047
New +$255K 0.27% 35

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PP
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Goldman Sachs
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hoge Financial Services's URTH Position: Q1 2024 in Review

Hoge Financial Services sold out of iShares MSCI World ETF (URTH) in Q1 2024, closing a stake of 2,047 shares — an estimated $272K sold.

Hoge Financial Services first reported a position in URTH in Q4 2023 and held it in 1 quarter. The position peaked at $272K in Q4 2023. 179 funds tracked by Wall St. Rank hold URTH as of Q1 2024.

  • Hoge Financial Services reported no remaining iShares MSCI World ETF position as of Q1 2024 after selling out during the quarter.
  • Hoge Financial Services sold 2,047 iShares MSCI World ETF shares in Q1 2024, an estimated $272K.
  • Hoge Financial Services first reported a position in iShares MSCI World ETF in Q4 2023 and held it in 1 quarter.
  • Hoge Financial Services's iShares MSCI World ETF position peaked at $272K in Q4 2023.
  • 179 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2024.

Based on Hoge Financial Services's 13F filing for Q1 2024, filed 6 May 2024.