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

Visionary 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
2021 Q3	–	Sell	-1,832	Closed	-$232K	–	352
2021 Q2	$232K	Sell	1,832 -22,479	-92%	-$2.8M	0.02%	302
2021 Q1	$2.88M	Sell	24,311 -4,496	-16%	-$522K	0.3%	87
2020 Q4	$3.24M	Sell	28,807 -37,246	-56%	-$3.95M	0.36%	74
2020 Q3	$6.57M	Sell	66,053 -1,592	-2%	-$157K	0.93%	32
2020 Q2	$6.23M	Buy	67,645 +64,208	+1,868%	+$5.61M	0.95%	28
2020 Q1	$268K	Buy	+3,437	New	+$317K	0.05%	160

Other funds holding URTH

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Visionary Wealth Advisors's URTH Position: Q3 2021 in Review

Visionary Wealth Advisors sold out of iShares MSCI World ETF (URTH) in Q3 2021, closing a stake of 1,832 shares — an estimated $232K sold.

Visionary Wealth Advisors first reported a position in URTH in Q1 2020 and held it in 6 quarters. The position peaked at $6.57M in Q3 2020. 107 funds tracked by Wall St. Rank hold URTH as of Q3 2021.

Visionary Wealth Advisors reported no remaining iShares MSCI World ETF position as of Q3 2021 after selling out during the quarter.
Visionary Wealth Advisors sold 1,832 iShares MSCI World ETF shares in Q3 2021, an estimated $232K.
Visionary Wealth Advisors first reported a position in iShares MSCI World ETF in Q1 2020 and held it in 6 quarters.
Visionary Wealth Advisors's iShares MSCI World ETF position peaked at $6.57M in Q3 2020.
107 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2021.

Based on Visionary Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.