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Brookwood Investment Group’s iShares MSCI World ETF URTH Stock Holding History

Brookwood Investment Group’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
2025
Q3 		– Sell
-1,662
Closed -$281K – 549
2025
Q2 		$281K Buy
1,662
+12
+0.7% +$1.9K 0.05% 345
2025
Q1 		$253K Buy
+1,650
New +$261K 0.04% 351

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Brookwood Investment Group's URTH Position: Q3 2025 in Review

Brookwood Investment Group sold out of iShares MSCI World ETF (URTH) in Q3 2025, closing a stake of 1,662 shares — an estimated $281K sold.

Brookwood Investment Group first reported a position in URTH in Q1 2025 and held it in 2 quarters. The position peaked at $281K in Q2 2025. 242 funds tracked by Wall St. Rank hold URTH as of Q3 2025.

  • Brookwood Investment Group reported no remaining iShares MSCI World ETF position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 1,662 iShares MSCI World ETF shares in Q3 2025, an estimated $281K.
  • Brookwood Investment Group first reported a position in iShares MSCI World ETF in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's iShares MSCI World ETF position peaked at $281K in Q2 2025.
  • 242 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.