Migdal Insurance & Financial Holdings’s iShares MSCI World ETF URTH Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-1,300	Closed	-$236K	–	388
2025 Q3	$236K	Hold	1,300	–	–	﹤0.01%	208
2025 Q2	$220K	Hold	1,300	–	–	﹤0.01%	209
2025 Q1	$199K	Hold	1,300	–	–	﹤0.01%	220
2024 Q4	$202K	Hold	1,300	–	–	﹤0.01%	209
2024 Q3	$204K	Hold	1,300	–	–	﹤0.01%	215
2024 Q2	$192K	Hold	1,300	–	–	﹤0.01%	218
2024 Q1	$188K	Hold	1,300	–	–	﹤0.01%	210
2023 Q4	$173K	Sell	1,300 -1,300	-50%	-$162K	﹤0.01%	239
2023 Q3	$312K	Buy	2,600 +1,500	+136%	+$187K	0.01%	206
2023 Q2	$136K	Hold	1,100	–	–	﹤0.01%	246
2023 Q1	$129K	Hold	1,100	–	–	﹤0.01%	294
2022 Q4	$120K	Sell	1,100 -1,220	-53%	-$132K	﹤0.01%	249
2022 Q3	$233K	Hold	2,320	–	–	0.01%	209
2022 Q2	$248K	Hold	2,320	–	–	0.01%	219
2022 Q1	$297K	Hold	2,320	–	–	0.01%	246
2021 Q4	$314K	Hold	2,320	–	–	﹤0.01%	266
2021 Q3	$293K	Buy	2,320 +1,100	+90%	+$143K	﹤0.01%	270
2021 Q2	$154K	Hold	1,220	–	–	﹤0.01%	346
2021 Q1	$145K	Hold	1,220	–	–	﹤0.01%	405
2020 Q4	$137K	Hold	1,220	–	–	﹤0.01%	359
2020 Q3	$121K	Hold	1,220	–	–	﹤0.01%	460
2020 Q2	$112K	Hold	1,220	–	–	﹤0.01%	405
2020 Q1	$95K	Hold	1,220	–	–	﹤0.01%	396
2019 Q4	$121K	Hold	1,220	–	–	﹤0.01%	495
2019 Q3	$112K	Hold	1,220	–	–	﹤0.01%	537
2019 Q2	$111K	Hold	1,220	–	–	﹤0.01%	558
2019 Q1	$108K	Hold	1,220	–	–	﹤0.01%	504
2018 Q4	$96K	Buy	+1,220	New	+$103K	﹤0.01%	491
2017 Q4	–	Sell	-200	Closed	-$17K	–	579
2017 Q3	$17K	Buy	+200	New	+$16.4K	﹤0.01%	515

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $17.1B AUM 15.7% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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

Migdal Insurance & Financial Holdings's URTH Position: Q4 2025 in Review

Migdal Insurance & Financial Holdings sold out of iShares MSCI World ETF (URTH) in Q4 2025, closing a stake of 1,300 shares — an estimated $236K sold.

Migdal Insurance & Financial Holdings first reported a position in URTH in Q3 2017 and held it in 29 quarters. The position peaked at $314K in Q4 2021. 259 funds tracked by Wall St. Rank hold URTH as of Q4 2025.

Migdal Insurance & Financial Holdings reported no remaining iShares MSCI World ETF position as of Q4 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,300 iShares MSCI World ETF shares in Q4 2025, an estimated $236K.
Migdal Insurance & Financial Holdings first reported a position in iShares MSCI World ETF in Q3 2017 and held it in 29 quarters.
Migdal Insurance & Financial Holdings's iShares MSCI World ETF position peaked at $314K in Q4 2021.
259 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.