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Litman Gregory Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Litman Gregory Wealth 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
Q4 		$1.48M Sell
7,947
-1,401
-15% -$258K 0.11% 70
2025
Q3 		$1.7M Hold
9,348
– – 0.13% 63
2025
Q2 		$1.58M Buy
9,348
+780
+9% +$123K 0.12% 62
2025
Q1 		$1.31M Sell
8,568
-6
-0.1% -$950 0.11% 66
2024
Q4 		$1.33M Hold
8,574
– – 0.12% 60
2024
Q3 		$1.35M Hold
8,574
– – 0.11% 63
2024
Q2 		$1.26M Hold
8,574
– – 0.11% 66
2024
Q1 		$1.24M Hold
8,574
– – 0.11% 65
2023
Q4 		$1.14M Sell
8,574
-1,055
-11% -$132K 0.11% 65
2023
Q3 		$1.16M Hold
9,629
– – 0.12% 64
2023
Q2 		$1.2M Buy
+9,629
New +$1.16M 0.15% 41
2023
Q1 		– Sell
-9,869
Closed -$1.08M – 93
2022
Q4 		$1.08M Sell
9,869
-510
-5% -$55.4K 0.15% 43
2022
Q3 		$1.04M Sell
10,379
-868
-8% -$96.3K 0.17% 41
2022
Q2 		$1.2M Hold
11,247
– – 0.18% 44
2022
Q1 		$1.44M Sell
11,247
-14,445
-56% -$1.84M 0.21% 40
2021
Q4 		$3.48M Buy
25,692
+8,362
+48% +$1.11M 0.59% 27
2021
Q3 		$2.19M Buy
17,330
+15,591
+897% +$2.02M 0.41% 32
2021
Q2 		$1.74M Sell
1,739
-11,770
-87% -$1.46M 0.32% 34
2021
Q1 		$1.6M Buy
13,509
+153
+1% +$17.8K 0.31% 33
2020
Q4 		$1.5M Buy
13,356
+210
+2% +$22.3K 0.28% 36
2020
Q3 		$1.31M Buy
13,146
+1,575
+14% +$155K 0.27% 36
2020
Q2 		$1.07M Buy
11,571
+792
+7% +$69.2K 0.24% 37
2020
Q1 		$840K Buy
10,779
+8,164
+312% +$754K 0.21% 36
2019
Q4 		$258K Buy
2,615
+137
+6% +$13K 0.06% 45
2019
Q3 		$227K Hold
2,478
– – 0.06% 44
2019
Q2 		$226K Sell
2,478
-1,372
-36% -$124K 0.06% 45
2019
Q1 		$342K Hold
3,850
– – 0.09% 41
2018
Q4 		$304K Buy
+3,850
New +$326K 0.09% 42

Other funds holding URTH

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

Litman Gregory Wealth Management's URTH Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares MSCI World ETF (URTH) stake by 15% in Q4 2025, selling an estimated $258K and leaving 7,947 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #70.

Litman Gregory Wealth Management first reported a position in URTH in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.48M in Q4 2021. 259 funds tracked by Wall St. Rank hold URTH as of Q4 2025.

  • Litman Gregory Wealth Management held 7,947 shares of iShares MSCI World ETF worth $1.48M as of Q4 2025.
  • Litman Gregory Wealth Management sold 1,401 iShares MSCI World ETF shares in Q4 2025, an estimated $258K.
  • iShares MSCI World ETF made up 0.11% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #70 holding.
  • Litman Gregory Wealth Management first reported a position in iShares MSCI World ETF in Q4 2018 and has held it in 28 quarters since.
  • Litman Gregory Wealth Management's iShares MSCI World ETF position peaked at $3.48M in Q4 2021.
  • 259 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.