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JP Morgan Private Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History

JP Morgan Private 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
2023
Q3 		$1.01M Sell
8,395
-605
-7% -$75.4K ﹤0.01% 966
2023
Q2 		$1.12M Sell
9,000
-6,950
-44% -$834K 0.01% 732
2023
Q1 		$1.88M Sell
15,950
-764
-5% -$87.6K ﹤0.01% 910
2022
Q4 		$1.83M Sell
16,714
-570
-3% -$61.9K ﹤0.01% 888
2022
Q3 		$1.73M Sell
17,284
-6,746
-28% -$748K ﹤0.01% 896
2022
Q2 		$2.57M Sell
24,030
-12,175
-34% -$1.42M 0.01% 760
2022
Q1 		$4.64M Buy
36,205
+4,292
+13% +$545K 0.01% 638
2021
Q4 		$4.32M Buy
31,913
+1,808
+6% +$240K 0.01% 650
2021
Q3 		$3.81M Buy
30,105
+1,677
+6% +$217K 0.01% 664
2021
Q2 		$3.6M Sell
28,428
-200
-0.7% -$24.9K 0.01% 677
2021
Q1 		$3.39M Buy
28,628
+4,605
+19% +$534K 0.01% 605
2020
Q4 		$2.7M Sell
24,023
-675
-3% -$71.6K 0.01% 634
2020
Q3 		$2.46M Sell
24,698
-1,200
-5% -$118K 0.01% 598
2020
Q2 		$2.39M Sell
25,898
-2,318
-8% -$202K 0.01% 537
2020
Q1 		$2.2M Sell
28,216
-10,308
-27% -$952K 0.01% 516
2019
Q4 		$3.81M Buy
38,524
+13,150
+52% +$1.25M 0.02% 481
2019
Q3 		$2.33M Buy
25,374
+4,173
+20% +$380K 0.01% 558
2019
Q2 		$1.93M Buy
21,201
+8,335
+65% +$751K 0.01% 600
2019
Q1 		$1.14M Buy
+12,866
New +$1.1M 0.01% 750
2018
Q4 		– Sell
-11,550
Closed -$1.06M – 1595
2018
Q3 		$1.06M Buy
+11,550
New +$1.04M 0.01% 809
2013
Q4 		– Sell
-11,750
Closed -$781K – 707
2013
Q3 		$781K Hold
11,750
– – 0.02% 363
2013
Q2 		$721K Buy
+11,750
New +$734K 0.02% 363

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

JP Morgan Private Wealth Advisors's URTH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares MSCI World ETF (URTH) stake by 6.7% in Q3 2023, selling an estimated $75.4K and leaving 8,395 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #966.

JP Morgan Private Wealth Advisors first reported a position in URTH in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.64M in Q1 2022. 158 funds tracked by Wall St. Rank hold URTH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,395 shares of iShares MSCI World ETF worth $1.01M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 605 iShares MSCI World ETF shares in Q3 2023, an estimated $75.4K.
  • iShares MSCI World ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #966 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares MSCI World ETF in Q2 2013 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's iShares MSCI World ETF position peaked at $4.64M in Q1 2022.
  • 158 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.