Spire Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Spire Wealth Management’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	-63	Closed	-$7K	–	2603
2022 Q4	$7K	Hold	63	–	–	﹤0.01%	1751
2022 Q3	$6K	Sell	63 -2	-3%	-$222	﹤0.01%	1716
2022 Q2	$7K	Sell	65 -372	-85%	-$43.3K	﹤0.01%	2049
2022 Q1	$56K	Sell	437 -57	-12%	-$7.24K	﹤0.01%	1410
2021 Q4	$67K	Buy	+494	New	+$65.6K	﹤0.01%	1592

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spire Wealth Management's URTH Position: Q1 2023 in Review

Spire Wealth Management sold out of iShares MSCI World ETF (URTH) in Q1 2023, closing a stake of 63 shares — an estimated $7K sold.

Spire Wealth Management first reported a position in URTH in Q4 2021 and held it in 5 quarters. The position peaked at $67K in Q4 2021. 151 funds tracked by Wall St. Rank hold URTH as of Q1 2023.

Spire Wealth Management reported no remaining iShares MSCI World ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 63 iShares MSCI World ETF shares in Q1 2023, an estimated $7K.
Spire Wealth Management first reported a position in iShares MSCI World ETF in Q4 2021 and held it in 5 quarters.
Spire Wealth Management's iShares MSCI World ETF position peaked at $67K in Q4 2021.
151 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.