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Stratos Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-1,542
Closed -$240K – 751
2024
Q4 		$240K Sell
1,542
-1
-0.1% -$158 0.01% 632
2024
Q3 		$242K Buy
1,543
+186
+14% +$28K 0.01% 660
2024
Q2 		$200K Buy
+1,357
New +$196K 0.01% 671

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Stratos Wealth Advisors's URTH Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares MSCI World ETF (URTH) in Q1 2025, closing a stake of 1,542 shares — an estimated $240K sold.

Stratos Wealth Advisors first reported a position in URTH in Q2 2024 and held it in 3 quarters. The position peaked at $242K in Q3 2024. 223 funds tracked by Wall St. Rank hold URTH as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares MSCI World ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,542 iShares MSCI World ETF shares in Q1 2025, an estimated $240K.
  • Stratos Wealth Advisors first reported a position in iShares MSCI World ETF in Q2 2024 and held it in 3 quarters.
  • Stratos Wealth Advisors's iShares MSCI World ETF position peaked at $242K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.