WealthShield Partners’s iShares MSCI Water Management Multisector ETF IWTR Stock Holding History

WealthShield Partners’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
2024 Q3	–	Sell	-30	Closed	-$917	–	496
2024 Q2	$917	Buy	+30	New	+$924	﹤0.01%	464

Other funds holding IWTR

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

FTUS

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

Jane Street New York $777B AUM 61.18% 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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

WealthShield Partners's IWTR Position: Q3 2024 in Review

WealthShield Partners sold out of iShares MSCI Water Management Multisector ETF (IWTR) in Q3 2024, closing a stake of 30 shares — an estimated $917 sold.

WealthShield Partners first reported a position in IWTR in Q2 2024 and held it in 1 quarter. The position peaked at $917 in Q2 2024. 7 funds tracked by Wall St. Rank hold IWTR as of Q3 2024.

WealthShield Partners reported no remaining iShares MSCI Water Management Multisector ETF position as of Q3 2024 after selling out during the quarter.
WealthShield Partners sold 30 iShares MSCI Water Management Multisector ETF shares in Q3 2024, an estimated $917.
WealthShield Partners first reported a position in iShares MSCI Water Management Multisector ETF in Q2 2024 and held it in 1 quarter.
WealthShield Partners's iShares MSCI Water Management Multisector ETF position peaked at $917 in Q2 2024.
7 funds tracked by Wall St. Rank held iShares MSCI Water Management Multisector ETF as of Q3 2024.

Based on WealthShield Partners's 13F filing for Q3 2024, filed 4 Nov 2024.