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

Oak Point 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
2018 Q1	$2.38M	Buy	27,951 +14,871	+114%	+$1.33M	2.42%	9
2017 Q4	$1.15M	Buy	+13,080	New	+$1.13M	1.13%	32

Other funds holding URTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

FTUS

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

HWP

Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

CPF Texas Plano, Texas $210M AUM 9.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Oak Point Wealth Management's URTH Position: Q1 2018 in Review

Oak Point Wealth Management increased its iShares MSCI World ETF (URTH) stake by 114% in Q1 2018, buying an estimated $1.33M and bringing the position to 27,951 shares worth $2.38M. The position accounts for 2.42% of the portfolio, ranked #9.

Oak Point Wealth Management first reported a position in URTH in Q4 2017 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold URTH as of Q1 2018.

Oak Point Wealth Management held 27,951 shares of iShares MSCI World ETF worth $2.38M as of Q1 2018.
Oak Point Wealth Management bought 14,871 iShares MSCI World ETF shares in Q1 2018, an estimated $1.33M.
iShares MSCI World ETF made up 2.42% of Oak Point Wealth Management's portfolio in Q1 2018, its #9 holding.
Oak Point Wealth Management first reported a position in iShares MSCI World ETF in Q4 2017 and has held it in 2 quarters since.
53 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.