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Mark J. Bradley’s iShares MSCI World ETF URTH Stock Holding History

Mark J. Bradley’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
Q1 		– Sell
-2,795
Closed -$305K – 45
2022
Q4 		$305K Buy
2,795
+20
+0.7% +$2.17K 0.27% 41
2022
Q3 		$277K Sell
2,775
-10
-0.4% -$1.11K 0.26% 44
2022
Q2 		$298K Sell
2,785
-90
-3% -$10.5K 0.27% 45
2022
Q1 		$368K Buy
2,875
+75
+3% +$9.53K 0.26% 47
2021
Q4 		$379K Sell
2,800
-55
-2% -$7.31K 0.25% 46
2021
Q3 		$361K Sell
2,855
-60
-2% -$7.78K 0.25% 46
2021
Q2 		$369K Sell
2,915
-20
-0.7% -$2.49K 0.25% 47
2021
Q1 		$348K Buy
2,935
+435
+17% +$50.5K 0.24% 47
2020
Q4 		$281K Buy
+2,500
New +$265K 0.19% 48

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mark J. Bradley's URTH Position: Q1 2023 in Review

Mark J. Bradley sold out of iShares MSCI World ETF (URTH) in Q1 2023, closing a stake of 2,795 shares — an estimated $305K sold.

Mark J. Bradley first reported a position in URTH in Q4 2020 and held it in 9 quarters. The position peaked at $379K in Q4 2021. 151 funds tracked by Wall St. Rank hold URTH as of Q1 2023.

  • Mark J. Bradley reported no remaining iShares MSCI World ETF position as of Q1 2023 after selling out during the quarter.
  • Mark J. Bradley sold 2,795 iShares MSCI World ETF shares in Q1 2023, an estimated $305K.
  • Mark J. Bradley first reported a position in iShares MSCI World ETF in Q4 2020 and held it in 9 quarters.
  • Mark J. Bradley's iShares MSCI World ETF position peaked at $379K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2023.

Based on Mark J. Bradley's 13F filing for Q1 2023, filed 15 May 2023.