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Creekmur Asset Management’s iShares MSCI World ETF URTH Stock Holding History

Creekmur Asset 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
Q3 		$18.7K Hold
103
– – ﹤0.01% 445
2025
Q2 		$17.4K Hold
103
– – ﹤0.01% 452
2025
Q1 		$15.8K Hold
103
– – ﹤0.01% 428
2024
Q4 		$16K Hold
103
– – ﹤0.01% 365
2024
Q3 		$16.2K Hold
103
– – ﹤0.01% 377
2024
Q2 		$15.2K Hold
103
– – ﹤0.01% 432
2024
Q1 		$14.9K Buy
+103
New +$14.2K 0.01% 421

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 $12.4B AUM 25.9% 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

Creekmur Asset Management's URTH Position: Q3 2025 in Review

Creekmur Asset Management held its iShares MSCI World ETF (URTH) position steady in Q3 2025 at 103 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Creekmur Asset Management first reported a position in URTH in Q1 2024 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold URTH as of Q3 2025.

  • Creekmur Asset Management held 103 shares of iShares MSCI World ETF worth $18.7K as of Q3 2025.
  • Creekmur Asset Management left its iShares MSCI World ETF share count unchanged in Q3 2025.
  • iShares MSCI World ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #445 holding.
  • Creekmur Asset Management first reported a position in iShares MSCI World ETF in Q1 2024 and has held it in 7 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.