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Realta Investment Advisors’s iShares MSCI World ETF URTH Stock Holding History

Realta Investment 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
Closed -$328 – 796
2022
Q4 		$328 Buy
+3
New +$326 ﹤0.01% 846

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Realta Investment Advisors's URTH Position: Q1 2023 in Review

Realta Investment Advisors sold out of iShares MSCI World ETF (URTH) in Q1 2023, closing a stake of 3 shares — an estimated $328 sold.

Realta Investment Advisors first reported a position in URTH in Q4 2022 and held it in 1 quarter. The position peaked at $328 in Q4 2022. 151 funds tracked by Wall St. Rank hold URTH as of Q1 2023.

  • Realta Investment Advisors reported no remaining iShares MSCI World ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 3 iShares MSCI World ETF shares in Q1 2023, an estimated $328.
  • Realta Investment Advisors first reported a position in iShares MSCI World ETF in Q4 2022 and held it in 1 quarter.
  • Realta Investment Advisors's iShares MSCI World ETF position peaked at $328 in Q4 2022.
  • 151 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.