iShares MSCI World ETF

URTH

Market cap $5.86B

Overview Fund Activity

180.82 USD

+1.26

0.7%

At close Updated Sep 18, 12:44 PM EDT

1 day

0.7%

5 days

0.87%

1 month

3.02%

3 months

10.47%

6 months

17.01%

Year to date

16.51%

1 year

18.18%

5 years

81.71%

10 years

165.29%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

2,549% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $390K

65% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 52

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $1.47B [Q1] → $1.63B (+$155M) [Q2]

5% more funds holding

Funds holding: 215 [Q1] → 225 (+10) [Q2]

2.02% less ownership

Funds ownership: 34.65% [Q1] → 32.63% (-2.02%) [Q2]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

URTH: Overexposed To A Market Priced For Perfection

Valuations in U.S. markets are at extremes, raising the risk of low or negative returns over the medium term. The iShares MSCI World ETF offers global developed market exposure but excludes emerging markets, with a net expense ratio of 0.24%. URTH's high P/E ratio and low 1.29% dividend yield signal expensive valuations and limited return potential, especially if growth slows.

URTH: Overexposed To A Market Priced For Perfection

Zacks Investment Research

Why Global ETFs Could Surge Amid U.S.-Japan Trade Deal

As tariff tensions ease and investor sentiment improves, global ETFs like ACWI are poised for a rally.

Why Global ETFs Could Surge Amid U.S.-Japan Trade Deal

URTH: Redundant, Falls Short In Global Diversification

URTH is overly concentrated in US equities, offering little true international diversification and closely mirroring S&P 500 performance at lower volatility. A simple 70% SPY + 30% cash or risk-free assets portfolio outperforms iShares MSCI World ETF on both returns and drawdown protection. For genuine global diversification, combining SPY with targeted ex-U.S. developed (IEFA) and emerging markets (VWO/IEMG) ETFs is a superior approach.

URTH: Redundant, Falls Short In Global Diversification

Zacks Investment Research

What's Powering Global ETFs to New Record Highs?

Global equities hit a record high as AI optimism, easing trade tensions, and solid global data drive ETF momentum worldwide.

What's Powering Global ETFs to New Record Highs?

IEUR: European Equities Are Going To Be Great Again!

IEUR: European Equities Are Going To Be Great Again!

IEUR: European Equities Are Going To Be Great Again!

URTH: How Will Tariffs (Truly) Impact Global Stock Markets

URTH's price is closely tied to GDP projections, EPS estimates, and stock market performance, with a 2025 global GDP growth estimate of 3.3% and U.S. GDP at 2.7%. Trump's tariffs could increase global inflation by 0.5% and reduce global GDP growth by 0.8%, impacting URTH's key sectors: technology, consumer discretionary, and real estate. Despite tariffs, the S&P 500's EPS growth rate could remain positive, potentially benefiting URTH, which holds 75% of U.S. stocks.

URTH: How Will Tariffs (Truly) Impact Global Stock Markets

URTH: Improving Macroeconomic Environment Will Act As Tailwind

iShares MSCI World ETF (URTH) tracks the MSCI World Index, owning about 1,400 developed market equities with a 0.24% expense ratio. URTH benefits from high exposure to U.S. and technology stocks, which have strong competitive advantages and growth potential. Improving global economic outlook and rising PMI indicate better earnings growth for URTH in 2025 and 2026.

URTH: Improving Macroeconomic Environment Will Act As Tailwind

What Does France's Election Mean For Markets?

The French election: I discuss the investment implications of three possible scenarios: a far-right majority, a far-left majority, and a temporary administrative solution. We received two important data points that could bring us closer to the long-awaited start of Federal Reserve rate cuts.

What Does France's Election Mean For Markets?

URTH: There Are More Affordable Ways To Achieve International Diversification

iShares MSCI World ETF captures a strong mix of U.S. and developed market holdings, but the fund has a relatively high expense ratio. There are multiple reasons to believe that international equities may outperform the U.S. market over the next decade, including current valuations, earnings, and macro-level risk factors. Investors can achieve similar international diversification to URTH with lower fees by combining U.S. total market and developed market funds from Vanguard or Schwab.

URTH: There Are More Affordable Ways To Achieve International Diversification

URTH: Global Equities Appear Undervalued In February 2024

The iShares MSCI World ETF is a global equity fund with AUM of $3.13 billion recently, in spite of slightly negative net fund flows over the past year. URTH has a heavy weight in favor of the United States (70.88% of the fund) and key sector exposures in Technology, Financial Services, and Healthcare. Despite underperforming the S&P 500 in the past, URTH is nevertheless presently undervalued per my calculations, which may also indicate that broader equity markets are undervalued.

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