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Patriot Financial Group Insurance Agency’s iShares MSCI World ETF URTH Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-1
Closed – – 1861
2022
Q2 		$0 Buy
+1
New +$116 ﹤0.01% 2180

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Patriot Financial Group Insurance Agency's URTH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares MSCI World ETF (URTH) in Q3 2022, closing a stake of 1 share.

Patriot Financial Group Insurance Agency first reported a position in URTH in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 138 funds tracked by Wall St. Rank hold URTH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining iShares MSCI World ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1 iShares MSCI World ETF share in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI World ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares MSCI World ETF position peaked at $0 in Q2 2022.
  • 138 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.