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Centricity Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Centricity Wealth Management’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 		$76.2K Hold
450
– – 0.06% 132
2025
Q1 		$68.9K Hold
450
– – 0.06% 136
2024
Q4 		$70K Buy
+450
New +$71.2K 0.07% 138

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Centricity Wealth Management's URTH Position: Q2 2025 in Review

Centricity Wealth Management held its iShares MSCI World ETF (URTH) position steady in Q2 2025 at 450 shares worth $76.2K. The position accounts for 0.06% of the portfolio, ranked #132.

Centricity Wealth Management first reported a position in URTH in Q4 2024 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold URTH as of Q2 2025.

  • Centricity Wealth Management held 450 shares of iShares MSCI World ETF worth $76.2K as of Q2 2025.
  • Centricity Wealth Management left its iShares MSCI World ETF share count unchanged in Q2 2025.
  • iShares MSCI World ETF made up 0.06% of Centricity Wealth Management's portfolio in Q2 2025, its #132 holding.
  • Centricity Wealth Management first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.