Stifel Financial
URTH icon

Stifel Financial’s iShares MSCI World ETF URTH Stock Holding History

Stifel Financial’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
2022
Q1 		– Sell
-2,588
Closed -$350K – 3502
2021
Q4 		$350K Hold
2,588
– – ﹤0.01% 2822
2021
Q3 		$327K Hold
2,588
– – ﹤0.01% 2848
2021
Q2 		$328K Sell
2,588
-100
-4% -$12.4K ﹤0.01% 2844
2021
Q1 		$319K Sell
2,688
-3,954
-60% -$459K ﹤0.01% 2749
2020
Q4 		$747K Sell
6,642
-9,855
-60% -$1.04M ﹤0.01% 2062
2020
Q3 		$1.64M Buy
+16,497
New +$1.63M ﹤0.01% 1324

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Stifel Financial's URTH Position: Q1 2022 in Review

Stifel Financial sold out of iShares MSCI World ETF (URTH) in Q1 2022, closing a stake of 2,588 shares — an estimated $350K sold.

Stifel Financial first reported a position in URTH in Q3 2020 and held it in 6 quarters. The position peaked at $1.64M in Q3 2020. 138 funds tracked by Wall St. Rank hold URTH as of Q1 2022.

  • Stifel Financial reported no remaining iShares MSCI World ETF position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 2,588 iShares MSCI World ETF shares in Q1 2022, an estimated $350K.
  • Stifel Financial first reported a position in iShares MSCI World ETF in Q3 2020 and held it in 6 quarters.
  • Stifel Financial's iShares MSCI World ETF position peaked at $1.64M in Q3 2020.
  • 138 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.