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Wealth Alliance’s iShares MSCI World ETF URTH Stock Holding History

Wealth Alliance’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
2020
Q2 		– Sell
-6,366
Closed -$496K – 318
2020
Q1 		$496K Buy
+6,366
New +$588K 0.27% 106

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Alliance's URTH Position: Q2 2020 in Review

Wealth Alliance sold out of iShares MSCI World ETF (URTH) in Q2 2020, closing a stake of 6,366 shares — an estimated $496K sold.

Wealth Alliance first reported a position in URTH in Q1 2020 and held it in 1 quarter. The position peaked at $496K in Q1 2020. 81 funds tracked by Wall St. Rank hold URTH as of Q2 2020.

  • Wealth Alliance reported no remaining iShares MSCI World ETF position as of Q2 2020 after selling out during the quarter.
  • Wealth Alliance sold 6,366 iShares MSCI World ETF shares in Q2 2020, an estimated $496K.
  • Wealth Alliance first reported a position in iShares MSCI World ETF in Q1 2020 and held it in 1 quarter.
  • Wealth Alliance's iShares MSCI World ETF position peaked at $496K in Q1 2020.
  • 81 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2020.

Based on Wealth Alliance's 13F filing for Q2 2020, filed 14 Aug 2020.