MFIM
URTH icon

Mesirow Financial Investment Management’s iShares MSCI World ETF URTH Stock Holding History

Mesirow Financial Investment 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
Q2 		– Sell
-29,276
Closed -$4.48M – 614
2025
Q1 		$4.48M Buy
29,276
+26,491
+951% +$4.19M 0.09% 138
2024
Q4 		$433K Buy
+2,785
New +$440K 0.01% 385

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 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 $9.38B AUM 33.37% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Mesirow Financial Investment Management's URTH Position: Q2 2025 in Review

Mesirow Financial Investment Management sold out of iShares MSCI World ETF (URTH) in Q2 2025, closing a stake of 29,276 shares — an estimated $4.48M sold.

Mesirow Financial Investment Management first reported a position in URTH in Q4 2024 and held it in 2 quarters. The position peaked at $4.48M in Q1 2025. 233 funds tracked by Wall St. Rank hold URTH as of Q2 2025.

  • Mesirow Financial Investment Management reported no remaining iShares MSCI World ETF position as of Q2 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 29,276 iShares MSCI World ETF shares in Q2 2025, an estimated $4.48M.
  • Mesirow Financial Investment Management first reported a position in iShares MSCI World ETF in Q4 2024 and held it in 2 quarters.
  • Mesirow Financial Investment Management's iShares MSCI World ETF position peaked at $4.48M in Q1 2025.
  • 233 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.