Lincoln National Corp’s iShares MSCI World ETF URTH Stock Holding History

Lincoln National Corp’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 Q3	–	Sell	-2,141	Closed	-$271K	–	909
2021 Q2	$271K	Buy	2,141 +17	+0.8%	+$2.12K	0.01%	707
2021 Q1	$252K	Hold	2,124	–	–	0.01%	684
2020 Q4	$239K	Buy	2,124 +15	+0.7%	+$1.59K	0.01%	644
2020 Q3	$210K	Buy	+2,109	New	+$208K	0.01%	618
2020 Q1	–	Sell	-5,472	Closed	-$541K	–	673
2019 Q4	$541K	Buy	5,472 +881	+19%	+$83.8K	0.02%	378
2019 Q3	$421K	Buy	4,591 +356	+8%	+$32.4K	0.02%	386
2019 Q2	$385K	Buy	4,235 +617	+17%	+$55.6K	0.01%	369
2019 Q1	$321K	Buy	3,618 +106	+3%	+$9.06K	0.01%	377
2018 Q4	$277K	Buy	+3,512	New	+$298K	0.01%	363

Other funds holding URTH

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $21.3B AUM 22.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lincoln National Corp's URTH Position: Q3 2021 in Review

Lincoln National Corp sold out of iShares MSCI World ETF (URTH) in Q3 2021, closing a stake of 2,141 shares — an estimated $271K sold.

Lincoln National Corp first reported a position in URTH in Q4 2018 and held it in 9 quarters. The position peaked at $541K in Q4 2019. 107 funds tracked by Wall St. Rank hold URTH as of Q3 2021.

Lincoln National Corp reported no remaining iShares MSCI World ETF position as of Q3 2021 after selling out during the quarter.
Lincoln National Corp sold 2,141 iShares MSCI World ETF shares in Q3 2021, an estimated $271K.
Lincoln National Corp first reported a position in iShares MSCI World ETF in Q4 2018 and held it in 9 quarters.
Lincoln National Corp's iShares MSCI World ETF position peaked at $541K in Q4 2019.
107 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2021.

Based on Lincoln National Corp's 13F filing for Q3 2021, filed 5 Nov 2021.