SW
URTH icon

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

Simplicity Wealth’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
2024
Q3 		– Sell
-55,551
Closed -$8.19M – 1169
2024
Q2 		$8.19M Sell
55,551
-2,753
-5% -$397K 0.19% 106
2024
Q1 		$8.45M Buy
+58,304
New +$8.04M 0.2% 99

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Simplicity Wealth's URTH Position: Q3 2024 in Review

Simplicity Wealth sold out of iShares MSCI World ETF (URTH) in Q3 2024, closing a stake of 55,551 shares — an estimated $8.19M sold.

Simplicity Wealth first reported a position in URTH in Q1 2024 and held it in 2 quarters. The position peaked at $8.45M in Q1 2024. 191 funds tracked by Wall St. Rank hold URTH as of Q3 2024.

  • Simplicity Wealth reported no remaining iShares MSCI World ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 55,551 iShares MSCI World ETF shares in Q3 2024, an estimated $8.19M.
  • Simplicity Wealth first reported a position in iShares MSCI World ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's iShares MSCI World ETF position peaked at $8.45M in Q1 2024.
  • 191 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.