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Sterling Financial Planning’s iShares MSCI World ETF URTH Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-33
Closed -$4K – 376
2021
Q3 		$4K Buy
+33
New +$4.28K ﹤0.01% 387

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Sterling Financial Planning's URTH Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares MSCI World ETF (URTH) in Q4 2021, closing a stake of 33 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in URTH in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 137 funds tracked by Wall St. Rank hold URTH as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares MSCI World ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 33 iShares MSCI World ETF shares in Q4 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in iShares MSCI World ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's iShares MSCI World ETF position peaked at $4K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.