Avantax Advisory Services’s iShares MSCI World ETF URTH Stock Holding History

Avantax Advisory Services’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
2025 Q2	–	Sell	-7,190	Closed	-$1.1M	–	2439
2025 Q1	$1.1M	Buy	+7,190	New	+$1.14M	0.01%	1034
2024 Q1	–	Sell	-3,640	Closed	-$484K	–	1737
2023 Q4	$484K	Buy	3,640 +1,919	+112%	+$239K	﹤0.01%	999
2023 Q3	$207K	Buy	+1,721	New	+$214K	﹤0.01%	1414
2023 Q1	–	Sell	-4,028	Closed	-$440K	–	1547
2022 Q4	$440K	Buy	+4,028	New	+$437K	0.01%	925
2022 Q3	–	Sell	-3,813	Closed	-$408K	–	1382
2022 Q2	$408K	Buy	+3,813	New	+$444K	0.01%	870

Other funds holding URTH

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Avantax Advisory Services's URTH Position: Q2 2025 in Review

Avantax Advisory Services sold out of iShares MSCI World ETF (URTH) in Q2 2025, closing a stake of 7,190 shares — an estimated $1.1M sold.

Avantax Advisory Services first reported a position in URTH in Q2 2022 and held it in 5 quarters. The position peaked at $1.1M in Q1 2025. 234 funds tracked by Wall St. Rank hold URTH as of Q2 2025.

Avantax Advisory Services reported no remaining iShares MSCI World ETF position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 7,190 iShares MSCI World ETF shares in Q2 2025, an estimated $1.1M.
Avantax Advisory Services first reported a position in iShares MSCI World ETF in Q2 2022 and held it in 5 quarters.
Avantax Advisory Services's iShares MSCI World ETF position peaked at $1.1M in Q1 2025.
234 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.