AWM
URTH icon

Avior Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Avior Wealth Management’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 		$1.07M Sell
5,279
-32
-0.6% -$6.33K 0.03% 347
2026
Q1 		$956K Sell
5,311
-90
-2% -$16.8K 0.03% 365
2025
Q4 		$1M Sell
5,401
-184
-3% -$33.9K 0.03% 312
2025
Q3 		$1.01M Sell
5,585
-42
-0.7% -$7.34K 0.03% 296
2025
Q2 		$953K Sell
5,627
-263
-4% -$41.5K 0.03% 292
2025
Q1 		$902K Sell
5,890
-1,208
-17% -$191K 0.03% 286
2024
Q4 		$1.1M Sell
7,098
-650
-8% -$103K 0.04% 269
2024
Q3 		$1.22M Sell
7,748
-948
-11% -$143K 0.05% 250
2024
Q2 		$1.28M Sell
8,696
-936
-10% -$135K 0.06% 226
2024
Q1 		$1.4M Sell
9,632
-2,160
-18% -$298K 0.06% 218
2023
Q4 		$1.57M Sell
11,792
-3,834
-25% -$478K 0.1% 151
2023
Q3 		$1.88M Sell
15,626
-6,393
-29% -$797K 0.13% 128
2023
Q2 		$2.74M Buy
+22,019
New +$2.64M 0.18% 107
2023
Q1 		– Sell
-33,662
Closed -$3.68M – 1672
2022
Q4 		$3.68M Buy
33,662
+4,240
+14% +$460K 0.28% 77
2022
Q3 		$2.94M Buy
+29,422
New +$3.26M 0.24% 79

Other funds holding URTH

FEM
Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
AAG
Asset Advisory Group Kinnelon, New Jersey $229M AUM
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $208M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BSC
Brown Shipley & Co London, United Kingdom $193M AUM 26.64% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return