Asset Advisory Group’s iShares MSCI World ETF URTH Stock Holding History

Asset Advisory Group’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	$2.72M	Buy	13,435 +55	+0.4%	+$10.9K	1.19%	23
2026 Q1	$2.41M	Buy	13,380 +574	+4%	+$107K	1.21%	22
2025 Q4	$2.38M	Buy	+12,806	New	+$2.36M	1.19%	24

Other funds holding URTH

Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $208M AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Brown Shipley & Co London, United Kingdom $193M AUM 26.64% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return