Leon Cooperman’s iShares MSCI World ETF URTH Stock Holding History

Leon Cooperman’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
2024 Q3	–	Sell	-3,329	Closed	-$491K	–	51
2024 Q2	$491K	Hold	3,329	–	–	0.02%	44
2024 Q1	$482K	Hold	3,329	–	–	0.02%	43
2023 Q4	$443K	Hold	3,329	–	–	0.02%	44
2023 Q3	$400K	Hold	3,329	–	–	0.02%	46
2023 Q2	$415K	Hold	3,329	–	–	0.02%	47
2023 Q1	$392K	Hold	3,329	–	–	0.02%	45
2022 Q4	$364K	Hold	3,329	–	–	0.02%	48
2022 Q3	$333K	Hold	3,329	–	–	0.02%	47
2022 Q2	$356K	Hold	3,329	–	–	0.02%	48
2022 Q1	$427K	Hold	3,329	–	–	0.02%	50
2021 Q4	$450K	Hold	3,329	–	–	0.02%	54
2021 Q3	$421K	Hold	3,329	–	–	0.02%	55
2021 Q2	$421K	Buy	+3,329	New	+$414K	0.02%	57

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Leon Cooperman's URTH Position: Q3 2024 in Review

Leon Cooperman sold out of iShares MSCI World ETF (URTH) in Q3 2024, closing a stake of 3,329 shares — an estimated $491K sold.

Leon Cooperman first reported a position in URTH in Q2 2021 and held it in 13 quarters. The position peaked at $491K in Q2 2024. 191 funds tracked by Wall St. Rank hold URTH as of Q3 2024.

Leon Cooperman reported no remaining iShares MSCI World ETF position as of Q3 2024 after selling out during the quarter.
Leon Cooperman sold 3,329 iShares MSCI World ETF shares in Q3 2024, an estimated $491K.
Leon Cooperman first reported a position in iShares MSCI World ETF in Q2 2021 and held it in 13 quarters.
Leon Cooperman's iShares MSCI World ETF position peaked at $491K in Q2 2024.
191 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2024.

Based on Cooperman Leon G's 13F filing for Q3 2024, filed 14 Nov 2024.