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

Moran 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
2023 Q2	–	Sell	-1,758	Closed	-$207K	–	420
2023 Q1	$207K	Sell	1,758 -861,543	-100%	-$98.8M	0.01%	349
2022 Q4	$94.3M	Buy	+863,301	New	+$93.7M	3.58%	2

Other funds holding URTH

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

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

SMDAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Moran Wealth Management's URTH Position: Q2 2023 in Review

Moran Wealth Management sold out of iShares MSCI World ETF (URTH) in Q2 2023, closing a stake of 1,758 shares — an estimated $207K sold.

Moran Wealth Management first reported a position in URTH in Q4 2022 and held it in 2 quarters. The position peaked at $94.3M in Q4 2022. 164 funds tracked by Wall St. Rank hold URTH as of Q2 2023.

Moran Wealth Management reported no remaining iShares MSCI World ETF position as of Q2 2023 after selling out during the quarter.
Moran Wealth Management sold 1,758 iShares MSCI World ETF shares in Q2 2023, an estimated $207K.
Moran Wealth Management first reported a position in iShares MSCI World ETF in Q4 2022 and held it in 2 quarters.
Moran Wealth Management's iShares MSCI World ETF position peaked at $94.3M in Q4 2022.
164 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.