Well Done LLC’s iShares MSCI World ETF URTH Stock Holding History

Well Done LLC’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
2019 Q1	–	Sell	-65	Closed	-$5K	–	619
2018 Q4	$5K	Buy	+65	New	+$5.51K	﹤0.01%	582

Other funds holding URTH

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

PAG

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

FTUS

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

Well Done LLC's URTH Position: Q1 2019 in Review

Well Done LLC sold out of iShares MSCI World ETF (URTH) in Q1 2019, closing a stake of 65 shares — an estimated $5K sold.

Well Done LLC first reported a position in URTH in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 71 funds tracked by Wall St. Rank hold URTH as of Q1 2019.

Well Done LLC reported no remaining iShares MSCI World ETF position as of Q1 2019 after selling out during the quarter.
Well Done LLC sold 65 iShares MSCI World ETF shares in Q1 2019, an estimated $5K.
Well Done LLC first reported a position in iShares MSCI World ETF in Q4 2018 and held it in 1 quarter.
Well Done LLC's iShares MSCI World ETF position peaked at $5K in Q4 2018.
71 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.