KWM
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Kingsview Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Kingsview Wealth Management’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
2021
Q1 		– Sell
-5,400
Closed -$607K – 937
2020
Q4 		$607K Buy
+5,400
New +$572K 0.04% 404

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kingsview Wealth Management's URTH Position: Q1 2021 in Review

Kingsview Wealth Management sold out of iShares MSCI World ETF (URTH) in Q1 2021, closing a stake of 5,400 shares — an estimated $607K sold.

Kingsview Wealth Management first reported a position in URTH in Q4 2020 and held it in 1 quarter. The position peaked at $607K in Q4 2020. 103 funds tracked by Wall St. Rank hold URTH as of Q1 2021.

  • Kingsview Wealth Management reported no remaining iShares MSCI World ETF position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,400 iShares MSCI World ETF shares in Q1 2021, an estimated $607K.
  • Kingsview Wealth Management first reported a position in iShares MSCI World ETF in Q4 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's iShares MSCI World ETF position peaked at $607K in Q4 2020.
  • 103 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.