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Centerstone Investors’s iShares MSCI World ETF URTH Stock Holding History

Centerstone Investors’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
Q2 		– Sell
-32,969
Closed -$5.05M – 24
2025
Q1 		$5.05M Hold
32,969
– – 11.98% 3
2024
Q4 		$5.13M Hold
32,969
– – 4.8% 7
2024
Q3 		$5.17M Hold
32,969
– – 5.02% 7
2024
Q2 		$4.86M Sell
32,969
-17,874
-35% -$2.58M 4.05% 9
2024
Q1 		$7.37M Hold
50,843
– – 5.69% 5
2023
Q4 		$6.76M Buy
+50,843
New +$6.34M 6.93% 4

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Centerstone Investors's URTH Position: Q2 2025 in Review

Centerstone Investors sold out of iShares MSCI World ETF (URTH) in Q2 2025, closing a stake of 32,969 shares — an estimated $5.05M sold.

Centerstone Investors first reported a position in URTH in Q4 2023 and held it in 6 quarters. The position peaked at $7.37M in Q1 2024. 233 funds tracked by Wall St. Rank hold URTH as of Q2 2025.

  • Centerstone Investors reported no remaining iShares MSCI World ETF position as of Q2 2025 after selling out during the quarter.
  • Centerstone Investors sold 32,969 iShares MSCI World ETF shares in Q2 2025, an estimated $5.05M.
  • Centerstone Investors first reported a position in iShares MSCI World ETF in Q4 2023 and held it in 6 quarters.
  • Centerstone Investors's iShares MSCI World ETF position peaked at $7.37M in Q1 2024.
  • 233 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2025.

Based on Centerstone Investors's 13F filing for Q2 2025, filed 14 Aug 2025.