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Glass Jacobson Investment Advisors’s iShares MSCI World ETF URTH Stock Holding History

Glass Jacobson Investment Advisors’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 		– Sell
-1,554
Closed -$242K – 842
2025
Q1 		$242K Hold
1,554
– – 0.08% 215
2024
Q4 		$242K Buy
1,554
+1,146
+281% +$181K 0.08% 215
2024
Q3 		$64.1K Buy
408
+81
+25% +$12.2K 0.02% 328
2024
Q2 		$48.3K Buy
327
+30
+10% +$4.33K 0.02% 344
2024
Q1 		$43K Buy
297
+181
+156% +$25K 0.02% 368
2023
Q4 		$15.4K Hold
116
– – 0.01% 476
2023
Q3 		$13.9K Hold
116
– – 0.01% 462
2023
Q2 		$14.4K Buy
+116
New +$13.9K 0.01% 466
2022
Q4 		$12.7K Buy
+116
New +$12.6K 0.01% 486

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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 $6.19B AUM 16.5% 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 $9.38B AUM 33.37% 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 51.91% 1-Year Est. Return

Glass Jacobson Investment Advisors's URTH Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares MSCI World ETF (URTH) in Q2 2025, closing a stake of 1,554 shares — an estimated $242K sold.

Glass Jacobson Investment Advisors first reported a position in URTH in Q4 2022 and held it in 9 quarters. The position peaked at $242K in Q1 2025. 233 funds tracked by Wall St. Rank hold URTH as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares MSCI World ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,554 iShares MSCI World ETF shares in Q2 2025, an estimated $242K.
  • Glass Jacobson Investment Advisors first reported a position in iShares MSCI World ETF in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's iShares MSCI World ETF position peaked at $242K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.