Insigneo Advisory Services’s iShares MSCI World ETF URTH Stock Holding History

Insigneo Advisory Services’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 Q1	–	Sell	-2,599	Closed	-$404K	–	682
2024 Q4	$404K	Buy	2,599 +324	+14%	+$51.2K	0.04%	343
2024 Q3	$357K	Buy	+2,275	New	+$343K	0.04%	396
2023 Q3	–	Sell	-3,719	Closed	-$464K	–	398
2023 Q2	$464K	Buy	+3,719	New	+$446K	0.09%	211

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Insigneo Advisory Services's URTH Position: Q1 2025 in Review

Insigneo Advisory Services sold out of iShares MSCI World ETF (URTH) in Q1 2025, closing a stake of 2,599 shares — an estimated $404K sold.

Insigneo Advisory Services first reported a position in URTH in Q2 2023 and held it in 3 quarters. The position peaked at $464K in Q2 2023. 223 funds tracked by Wall St. Rank hold URTH as of Q1 2025.

Insigneo Advisory Services reported no remaining iShares MSCI World ETF position as of Q1 2025 after selling out during the quarter.
Insigneo Advisory Services sold 2,599 iShares MSCI World ETF shares in Q1 2025, an estimated $404K.
Insigneo Advisory Services first reported a position in iShares MSCI World ETF in Q2 2023 and held it in 3 quarters.
Insigneo Advisory Services's iShares MSCI World ETF position peaked at $464K in Q2 2023.
223 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2025.

Based on Insigneo Advisory Services's 13F filing for Q1 2025, filed 18 Apr 2025.