Ausdal Financial Partners’s iShares MSCI World ETF URTH Stock Holding History

Ausdal Financial Partners’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	$585K	Buy	2,889 +226	+8%	+$44.7K	0.02%	578
2026 Q1	$479K	Hold	2,663	–	–	0.02%	597
2025 Q4	$495K	Sell	2,663 -51	-2%	-$9.38K	0.02%	557
2025 Q3	$493K	Sell	2,714 -6	-0.2%	-$1.05K	0.02%	563
2025 Q2	$461K	Hold	2,720	–	–	0.03%	445
2025 Q1	$417K	Sell	2,720 -216	-7%	-$34.2K	0.03%	426
2024 Q4	$457K	Sell	2,936 -10	-0.3%	-$1.58K	0.04%	381
2024 Q3	$462K	Sell	2,946 -2,050	-41%	-$309K	0.05%	326
2024 Q2	$737K	Sell	4,996 -333	-6%	-$48K	0.08%	223
2024 Q1	$772K	Buy	5,329 +168	+3%	+$23.2K	0.09%	203
2023 Q4	$687K	Hold	5,161	–	–	0.08%	208
2023 Q3	$620K	Sell	5,161 -37	-0.7%	-$4.61K	0.09%	215
2023 Q2	$647K	Hold	5,198	–	–	0.09%	208
2023 Q1	$612K	Sell	5,198 -62	-1%	-$7.11K	0.08%	217
2022 Q4	$575K	Buy	+5,260	New	+$571K	0.08%	224

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

Ausdal Financial Partners's URTH Position: Q2 2026 in Review

Ausdal Financial Partners increased its iShares MSCI World ETF (URTH) stake by 8.5% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,889 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #578.

Ausdal Financial Partners first reported a position in URTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $772K in Q1 2024. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Ausdal Financial Partners held 2,889 shares of iShares MSCI World ETF worth $585K as of Q2 2026.
Ausdal Financial Partners bought 226 iShares MSCI World ETF shares in Q2 2026, an estimated $44.7K.
iShares MSCI World ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #578 holding.
Ausdal Financial Partners first reported a position in iShares MSCI World ETF in Q4 2022 and has held it in 15 quarters since.
Ausdal Financial Partners's iShares MSCI World ETF position peaked at $772K in Q1 2024.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.