Thrivent Financial for Lutherans
URTH icon

Thrivent Financial for Lutherans’s iShares MSCI World ETF URTH Stock Holding History

Thrivent Financial for Lutherans’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
Q4 		– Sell
-2,331
Closed -$366K – 2605
2024
Q3 		$366K Sell
2,331
-25
-1% -$3.77K ﹤0.01% 2338
2024
Q2 		$347K Sell
2,356
-197
-8% -$28.4K ﹤0.01% 2348
2024
Q1 		$370K Sell
2,553
-50
-2% -$6.9K ﹤0.01% 2325
2023
Q4 		$346K Sell
2,603
-1,529
-37% -$191K ﹤0.01% 2312
2023
Q3 		$497K Buy
4,132
+565
+16% +$70.4K ﹤0.01% 2140
2023
Q2 		$444K Buy
3,567
+64
+2% +$7.68K ﹤0.01% 2226
2023
Q1 		$412K Sell
3,503
-4,547
-56% -$521K ﹤0.01% 2207
2022
Q4 		$879K Buy
8,050
+386
+5% +$41.9K ﹤0.01% 1805
2022
Q3 		$766K Buy
7,664
+1,591
+26% +$177K ﹤0.01% 1849
2022
Q2 		$649K Buy
6,073
+3,032
+100% +$353K ﹤0.01% 1957
2022
Q1 		$390K Buy
+3,041
New +$386K ﹤0.01% 2283

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $12.4B AUM 25.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

Thrivent Financial for Lutherans's URTH Position: Q4 2024 in Review

Thrivent Financial for Lutherans sold out of iShares MSCI World ETF (URTH) in Q4 2024, closing a stake of 2,331 shares — an estimated $366K sold.

Thrivent Financial for Lutherans first reported a position in URTH in Q1 2022 and held it in 11 quarters. The position peaked at $879K in Q4 2022. 217 funds tracked by Wall St. Rank hold URTH as of Q4 2024.

  • Thrivent Financial for Lutherans reported no remaining iShares MSCI World ETF position as of Q4 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 2,331 iShares MSCI World ETF shares in Q4 2024, an estimated $366K.
  • Thrivent Financial for Lutherans first reported a position in iShares MSCI World ETF in Q1 2022 and held it in 11 quarters.
  • Thrivent Financial for Lutherans's iShares MSCI World ETF position peaked at $879K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2024, filed 10 Feb 2025.