Avestar Capital’s iShares MSCI World ETF URTH Stock Holding History

Avestar Capital’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 Q3	$3.53M	Hold	17,137	–	–	0.28%	77
2026 Q2	$3.47M	Hold	17,137	–	–	0.19%	92
2026 Q1	$3.09M	Hold	17,137	–	–	0.2%	88
2025 Q4	$3.18M	Hold	17,137	–	–	0.21%	82
2025 Q3	$3.11M	Hold	17,137	–	–	0.2%	89
2025 Q2	$2.9M	Sell	17,137 -3,939	-19%	-$622K	0.2%	88
2025 Q1	$3.23M	Sell	21,076 -15,445	-42%	-$2.45M	0.28%	72
2024 Q4	$5.68M	Buy	+36,521	New	+$5.78M	0.48%	42

Other funds holding URTH

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

LLI

LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Avestar Capital's URTH Position: Q3 2026 in Review

Avestar Capital held its iShares MSCI World ETF (URTH) position steady in Q3 2026 at 17,137 shares worth $3.53M. The position accounts for 0.28% of the portfolio, ranked #77.

Avestar Capital first reported a position in URTH in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.68M in Q4 2024. 138 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

Avestar Capital held 17,137 shares of iShares MSCI World ETF worth $3.53M as of Q3 2026.
Avestar Capital left its iShares MSCI World ETF share count unchanged in Q3 2026.
iShares MSCI World ETF made up 0.28% of Avestar Capital's portfolio in Q3 2026, its #77 holding.
Avestar Capital first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 8 quarters since.
Avestar Capital's iShares MSCI World ETF position peaked at $5.68M in Q4 2024.
138 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.