UBS Group’s iShares MSCI Water Management Multisector ETF IWTR Stock Holding History

UBS Group’s Portfolio IWTR Stock Details IWTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$59	–	10476
2024 Q4	$59	Buy	+2	New	+$63	﹤0.01%	9691
2023 Q2	–	Sell	-2	Closed	-$57	–	9261
2023 Q1	$57	Buy	+2	New	+$55	﹤0.01%	9327

Other funds holding IWTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

FTUS

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's IWTR Position: Q1 2025 in Review

UBS Group sold out of iShares MSCI Water Management Multisector ETF (IWTR) in Q1 2025, closing a stake of 2 shares — an estimated $59 sold.

UBS Group first reported a position in IWTR in Q1 2023 and held it in 2 quarters. The position peaked at $59 in Q4 2024. 7 funds tracked by Wall St. Rank hold IWTR as of Q1 2025.

UBS Group reported no remaining iShares MSCI Water Management Multisector ETF position as of Q1 2025 after selling out during the quarter.
UBS Group sold 2 iShares MSCI Water Management Multisector ETF shares in Q1 2025, an estimated $59.
UBS Group first reported a position in iShares MSCI Water Management Multisector ETF in Q1 2023 and held it in 2 quarters.
UBS Group's iShares MSCI Water Management Multisector ETF position peaked at $59 in Q4 2024.
7 funds tracked by Wall St. Rank held iShares MSCI Water Management Multisector ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.