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LVW Advisors’s iShares MSCI World ETF URTH Stock Holding History

LVW 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
Q1 		– Sell
-4,445
Closed -$691K – 327
2024
Q4 		$691K Buy
+4,445
New +$703K 0.08% 147
2023
Q1 		– Sell
-6,365
Closed -$695K – 245
2022
Q4 		$695K Buy
6,365
+2,967
+87% +$322K 0.14% 114
2022
Q3 		$340K Sell
3,398
-161
-5% -$17.9K 0.08% 161
2022
Q2 		$380K Buy
+3,559
New +$414K 0.08% 163
2022
Q1 		– Sell
-4,948
Closed -$670K – 253
2021
Q4 		$670K Buy
+4,948
New +$657K 0.11% 123

Other funds holding URTH

Royal Bank of Canada
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
B
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

LVW Advisors's URTH Position: Q1 2025 in Review

LVW Advisors sold out of iShares MSCI World ETF (URTH) in Q1 2025, closing a stake of 4,445 shares — an estimated $691K sold.

LVW Advisors first reported a position in URTH in Q4 2021 and held it in 5 quarters. The position peaked at $695K in Q4 2022. 223 funds tracked by Wall St. Rank hold URTH as of Q1 2025.

  • LVW Advisors reported no remaining iShares MSCI World ETF position as of Q1 2025 after selling out during the quarter.
  • LVW Advisors sold 4,445 iShares MSCI World ETF shares in Q1 2025, an estimated $691K.
  • LVW Advisors first reported a position in iShares MSCI World ETF in Q4 2021 and held it in 5 quarters.
  • LVW Advisors's iShares MSCI World ETF position peaked at $695K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2025.

Based on LVW Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.