Jefferies Group's URTH Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,328 shares of iShares MSCI World ETF (URTH) worth $1.5 M, representing 0.01% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in URTH for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 8,328 shares. Largest reduction occurred in Q2 2025, reducing 34,627 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares MSCI World ETF (URTH) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI World ETF (URTH) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +8,328 | New Buy | 8,328 | $180.02 |
| Q2 2025 | -34,627 | Sold Out | 0 | $0.00 |
| Q1 2025 | +195 | Add 0.57% | 34,627 | $153.18 |
| Q4 2024 | +310 | Add 0.91% | 34,432 | $155.50 |
| Q3 2024 | -3,080 | Reduce 8.28% | 34,122 | $156.91 |
| Q2 2024 | -1,135 | Reduce 2.96% | 37,202 | $147.49 |
| Q1 2024 | +4,842 | Add 14.46% | 38,337 | $144.91 |
| Q4 2023 | +33,495 | New Buy | 33,495 | $133.02 |
Jefferies Group's iShares MSCI World ETF Investment FAQs
Jefferies Group first purchased iShares MSCI World ETF (URTH) in Q4 2023, acquiring 33,495 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares MSCI World ETF (URTH) for 8 quarters since Q4 2023.
Jefferies Group's largest addition to iShares MSCI World ETF (URTH) was in Q4 2023, adding 33,495 shares worth $4.46 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,328 shares of iShares MSCI World ETF (URTH), valued at approximately $1.5 M.
As of the Q1 2026 filing, iShares MSCI World ETF (URTH) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares MSCI World ETF (URTH) was 38,337 shares, as reported at the end of Q1 2024.