Ironwood Financial’s iShares MSCI World ETF URTH Stock Holding History

Ironwood Financial’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
2019 Q3	–	Sell	-33	Closed	-$3K	–	400
2019 Q2	$3K	Hold	33	–	–	﹤0.01%	339
2019 Q1	$3K	Hold	33	–	–	﹤0.01%	336
2018 Q4	$3K	Hold	33	–	–	﹤0.01%	329
2018 Q3	$3K	Hold	33	–	–	﹤0.01%	323
2018 Q2	$3K	Buy	+33	New	+$2.92K	﹤0.01%	251

Other funds holding URTH

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SMDAM

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Ironwood Financial's URTH Position: Q3 2019 in Review

Ironwood Financial sold out of iShares MSCI World ETF (URTH) in Q3 2019, closing a stake of 33 shares — an estimated $3K sold.

Ironwood Financial first reported a position in URTH in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 73 funds tracked by Wall St. Rank hold URTH as of Q3 2019.

Ironwood Financial reported no remaining iShares MSCI World ETF position as of Q3 2019 after selling out during the quarter.
Ironwood Financial sold 33 iShares MSCI World ETF shares in Q3 2019, an estimated $3K.
Ironwood Financial first reported a position in iShares MSCI World ETF in Q2 2018 and held it in 5 quarters.
Ironwood Financial's iShares MSCI World ETF position peaked at $3K in Q2 2019.
73 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2019.

Based on Ironwood Financial's 13F filing for Q3 2019, filed 31 Oct 2019.