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Fiduciary Management Inc’s iShares MSCI World ETF URTH Stock Holding History

Fiduciary Management Inc’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
Q4 		– Sell
-7,908
Closed -$1.44M – 73
2025
Q3 		$1.44M Buy
+7,908
New +$1.38M 0.01% 61

Other funds holding URTH

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FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $18.4B AUM 23.98% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 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

Fiduciary Management Inc's URTH Position: Q4 2025 in Review

Fiduciary Management Inc sold out of iShares MSCI World ETF (URTH) in Q4 2025, closing a stake of 7,908 shares — an estimated $1.44M sold.

Fiduciary Management Inc first reported a position in URTH in Q3 2025 and held it in 1 quarter. The position peaked at $1.44M in Q3 2025. 259 funds tracked by Wall St. Rank hold URTH as of Q4 2025.

  • Fiduciary Management Inc reported no remaining iShares MSCI World ETF position as of Q4 2025 after selling out during the quarter.
  • Fiduciary Management Inc sold 7,908 iShares MSCI World ETF shares in Q4 2025, an estimated $1.44M.
  • Fiduciary Management Inc first reported a position in iShares MSCI World ETF in Q3 2025 and held it in 1 quarter.
  • Fiduciary Management Inc's iShares MSCI World ETF position peaked at $1.44M in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2025.

Based on Fiduciary Management Inc's 13F filing for Q4 2025, filed 11 Feb 2026.