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Arlington Financial Advisors’s iShares MSCI World ETF URTH Stock Holding History

Arlington Financial Advisors’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
2026
Q2 		$603K Hold
2,975
– – 0.08% 62
2026
Q1 		$536K Hold
2,975
– – 0.08% 59
2025
Q4 		$553K Hold
2,975
– – 0.08% 60
2025
Q3 		$540K Hold
2,975
– – 0.08% 62
2025
Q2 		$504K Sell
2,975
-1,268
-30% -$200K 0.08% 55
2025
Q1 		$650K Buy
4,243
+55
+1% +$8.71K 0.11% 65
2024
Q4 		$651K Buy
4,188
+73
+2% +$11.5K 0.13% 60
2024
Q3 		$646K Buy
4,115
+6
+0.1% +$904 0.13% 49
2024
Q2 		$606K Buy
4,109
+76
+2% +$11K 0.13% 53
2024
Q1 		$584K Sell
4,033
-5,492
-58% -$757K 0.13% 53
2023
Q4 		$1.27M Buy
9,525
+5,487
+136% +$684K 0.38% 48
2023
Q3 		$485K Buy
4,038
+100
+3% +$12.5K 0.17% 49
2023
Q2 		$490K Buy
3,938
+53
+1% +$6.36K 0.18% 45
2023
Q1 		$457K Sell
3,885
-12,792
-77% -$1.47M 0.18% 45
2022
Q4 		$1.82M Buy
16,677
+12,611
+310% +$1.37M 0.77% 29
2022
Q3 		$406K Buy
4,066
+487
+14% +$54K 0.21% 42
2022
Q2 		$383K Sell
3,579
-21,766
-86% -$2.53M 0.17% 43
2022
Q1 		$3.25M Sell
25,345
-26,247
-51% -$3.34M 1.23% 28
2021
Q4 		$6.98M Buy
51,592
+26,142
+103% +$3.47M 2.36% 11
2021
Q3 		$3.22M Buy
25,450
+15
+0.1% +$1.95K 1.26% 32
2021
Q2 		$3.22M Sell
25,435
-908
-3% -$113K 1.22% 30
2021
Q1 		$3.12M Buy
26,343
+38
+0.1% +$4.41K 1.27% 27
2020
Q4 		$2.96M Buy
26,305
+62
+0.2% +$6.57K 1.25% 26
2020
Q3 		$2.61M Buy
26,243
+65
+0.2% +$6.41K 1.34% 23
2020
Q2 		$2.41M Buy
+26,178
New +$2.29M 1.36% 24
2020
Q1 		– Sell
-2,415
Closed -$239K – 63
2019
Q4 		$239K Buy
+2,415
New +$230K 0.13% 51
2019
Q1 		– Sell
-354,406
Closed -$28M – 78
2018
Q4 		$28M Buy
+354,406
New +$30.1M 11.9% 1

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Arlington Financial Advisors's URTH Position: Q2 2026 in Review

Arlington Financial Advisors held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 2,975 shares worth $603K. The position accounts for 0.08% of the portfolio, ranked #62.

Arlington Financial Advisors first reported a position in URTH in Q4 2018 and has held it in 27 quarters since. The position peaked at $28M in Q4 2018. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Arlington Financial Advisors held 2,975 shares of iShares MSCI World ETF worth $603K as of Q2 2026.
  • Arlington Financial Advisors left its iShares MSCI World ETF share count unchanged in Q2 2026.
  • iShares MSCI World ETF made up 0.08% of Arlington Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Arlington Financial Advisors first reported a position in iShares MSCI World ETF in Q4 2018 and has held it in 27 quarters since.
  • Arlington Financial Advisors's iShares MSCI World ETF position peaked at $28M in Q4 2018.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.