SS
URTH icon

Simplicity Solutions’s iShares MSCI World ETF URTH Stock Holding History

Simplicity Solutions’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
Q4 		$7.8M Buy
58,656
+414
+0.7% +$51.6K 0.21% 83
2023
Q3 		$7M Sell
58,242
-440
-0.7% -$54.8K 0.22% 84
2023
Q2 		$7.31M Sell
58,682
-975
-2% -$117K 0.2% 95
2023
Q1 		$7.02M Buy
+59,657
New +$6.84M 0.18% 109

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
SMDAM
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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Solutions's URTH Position: Q4 2023 in Review

Simplicity Solutions increased its iShares MSCI World ETF (URTH) stake by 0.71% in Q4 2023, buying an estimated $51.6K and bringing the position to 58,656 shares worth $7.8M. The position accounts for 0.21% of the portfolio, ranked #83.

Simplicity Solutions first reported a position in URTH in Q1 2023 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold URTH as of Q4 2023.

  • Simplicity Solutions held 58,656 shares of iShares MSCI World ETF worth $7.8M as of Q4 2023.
  • Simplicity Solutions bought 414 iShares MSCI World ETF shares in Q4 2023, an estimated $51.6K.
  • iShares MSCI World ETF made up 0.21% of Simplicity Solutions's portfolio in Q4 2023, its #83 holding.
  • Simplicity Solutions first reported a position in iShares MSCI World ETF in Q1 2023 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.