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Onyx Bridge Wealth Group’s iShares MSCI World ETF URTH Stock Holding History

Onyx Bridge Wealth Group’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
2022
Q4 		– Sell
-2,177
Closed -$217K – 212
2022
Q3 		$217K Sell
2,177
-547
-20% -$60.7K 0.1% 140
2022
Q2 		$302K Buy
+2,724
New +$317K 0.13% 102

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Onyx Bridge Wealth Group's URTH Position: Q4 2022 in Review

Onyx Bridge Wealth Group sold out of iShares MSCI World ETF (URTH) in Q4 2022, closing a stake of 2,177 shares — an estimated $217K sold.

Onyx Bridge Wealth Group first reported a position in URTH in Q2 2022 and held it in 2 quarters. The position peaked at $302K in Q2 2022. 170 funds tracked by Wall St. Rank hold URTH as of Q4 2022.

  • Onyx Bridge Wealth Group reported no remaining iShares MSCI World ETF position as of Q4 2022 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 2,177 iShares MSCI World ETF shares in Q4 2022, an estimated $217K.
  • Onyx Bridge Wealth Group first reported a position in iShares MSCI World ETF in Q2 2022 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's iShares MSCI World ETF position peaked at $302K in Q2 2022.
  • 170 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2022.

Based on Onyx Bridge Wealth Group's 13F filing for Q4 2022, filed 11 Jan 2023.