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Meitav Investment House’s iShares MSCI World ETF URTH Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-8,700
Closed -$1.16M – 348
2023
Q4 		$1.16M Buy
8,700
+140
+2% +$17.5K 0.02% 190
2023
Q3 		$1.03M Buy
8,560
+3,260
+62% +$406K 0.02% 203
2023
Q2 		$653K Buy
5,300
+2,420
+84% +$291K 0.01% 256
2023
Q1 		$335K Buy
+2,880
New +$330K 0.01% 310
2022
Q2 		– Sell
-1,600
Closed -$205K – 385
2022
Q1 		$205K Buy
+1,600
New +$203K ﹤0.01% 371
2021
Q4 		– Sell
-11,082
Closed -$1.4M – 419
2021
Q3 		$1.4M Sell
11,082
-400
-3% -$51.9K 0.02% 226
2021
Q2 		$1.45M Buy
11,482
+6,500
+130% +$809K 0.04% 206
2021
Q1 		$590 Sell
4,982
-1,142
-19% -$133K 0.02% 251
2020
Q4 		$687K Sell
6,124
-1,180
-16% -$125K 0.03% 226
2020
Q3 		$727K Sell
7,304
-2,590
-26% -$255K 0.04% 202
2020
Q2 		$911K Buy
9,894
+2,316
+31% +$202K 0.05% 167
2020
Q1 		$592K Buy
7,578
+1,726
+29% +$159K 0.04% 206
2019
Q4 		$575K Sell
5,852
-2,389
-29% -$227K 0.04% 220
2019
Q3 		$758K Buy
8,241
+1,492
+22% +$136K 0.05% 193
2019
Q2 		$611K Buy
+6,749
New +$608K 0.04% 216

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meitav Investment House's URTH Position: Q1 2024 in Review

Meitav Investment House sold out of iShares MSCI World ETF (URTH) in Q1 2024, closing a stake of 8,700 shares — an estimated $1.16M sold.

Meitav Investment House first reported a position in URTH in Q2 2019 and held it in 15 quarters. The position peaked at $1.45M in Q2 2021. 179 funds tracked by Wall St. Rank hold URTH as of Q1 2024.

  • Meitav Investment House reported no remaining iShares MSCI World ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 8,700 iShares MSCI World ETF shares in Q1 2024, an estimated $1.16M.
  • Meitav Investment House first reported a position in iShares MSCI World ETF in Q2 2019 and held it in 15 quarters.
  • Meitav Investment House's iShares MSCI World ETF position peaked at $1.45M in Q2 2021.
  • 179 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.