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

CHB 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
Q2 		$1.29M Sell
7,594
-117
-2% -$18.5K 0.66% 53
2025
Q1 		$1.18M Buy
7,711
+1,199
+18% +$190K 0.63% 57
2024
Q4 		$1.01M Buy
6,512
+3,884
+148% +$614K 0.55% 59
2024
Q3 		$412K Buy
+2,628
New +$396K 0.22% 61

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

CHB Investment Group's URTH Position: Q2 2025 in Review

CHB Investment Group reduced its iShares MSCI World ETF (URTH) stake by 1.5% in Q2 2025, selling an estimated $18.5K and leaving 7,594 shares worth $1.29M. The position accounts for 0.66% of the portfolio, ranked #53.

CHB Investment Group first reported a position in URTH in Q3 2024 and has held it in 4 quarters since. 234 funds tracked by Wall St. Rank hold URTH as of Q2 2025.

  • CHB Investment Group held 7,594 shares of iShares MSCI World ETF worth $1.29M as of Q2 2025.
  • CHB Investment Group sold 117 iShares MSCI World ETF shares in Q2 2025, an estimated $18.5K.
  • iShares MSCI World ETF made up 0.66% of CHB Investment Group's portfolio in Q2 2025, its #53 holding.
  • CHB Investment Group first reported a position in iShares MSCI World ETF in Q3 2024 and has held it in 4 quarters since.
  • 234 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.