One Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History

One Wealth Advisors’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	-3,344	Closed	-$365K	–	576
2022 Q4	$365K	Buy	+3,344	New	+$363K	0.08%	121
2020 Q1	–	Sell	-7,726	Closed	-$763K	–	138
2019 Q4	$763K	Buy	+7,726	New	+$735K	0.56%	16

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

One Wealth Advisors's URTH Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares MSCI World ETF (URTH) in Q1 2023, closing a stake of 3,344 shares — an estimated $365K sold.

One Wealth Advisors first reported a position in URTH in Q4 2019 and held it in 2 quarters. The position peaked at $763K in Q4 2019. 151 funds tracked by Wall St. Rank hold URTH as of Q1 2023.

One Wealth Advisors reported no remaining iShares MSCI World ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 3,344 iShares MSCI World ETF shares in Q1 2023, an estimated $365K.
One Wealth Advisors first reported a position in iShares MSCI World ETF in Q4 2019 and held it in 2 quarters.
One Wealth Advisors's iShares MSCI World ETF position peaked at $763K in Q4 2019.
151 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.