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GeoWealth Management’s iShares MSCI World ETF URTH Stock Holding History

GeoWealth 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 		– Sell
-206
Closed -$34.9K – 1212
2025
Q2 		$34.9K Buy
206
+2
+1% +$316 ﹤0.01% 996
2025
Q1 		$31.2K Buy
+204
New +$32.3K ﹤0.01% 944
2024
Q4 		– Sell
-1,239
Closed -$194K – 1883
2024
Q3 		$194K Sell
1,239
-1,466
-54% -$221K 0.01% 730
2024
Q2 		$399K Sell
2,705
-515
-16% -$74.2K 0.02% 496
2024
Q1 		$467K Buy
+3,220
New +$444K 0.02% 453

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

GeoWealth Management's URTH Position: Q3 2025 in Review

GeoWealth Management sold out of iShares MSCI World ETF (URTH) in Q3 2025, closing a stake of 206 shares — an estimated $34.9K sold.

GeoWealth Management first reported a position in URTH in Q1 2024 and held it in 5 quarters. The position peaked at $467K in Q1 2024. 241 funds tracked by Wall St. Rank hold URTH as of Q3 2025.

  • GeoWealth Management reported no remaining iShares MSCI World ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 206 iShares MSCI World ETF shares in Q3 2025, an estimated $34.9K.
  • GeoWealth Management first reported a position in iShares MSCI World ETF in Q1 2024 and held it in 5 quarters.
  • GeoWealth Management's iShares MSCI World ETF position peaked at $467K in Q1 2024.
  • 241 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.