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 Q3	$1.09M	Sell	5,265 -14	-0.3%	-$2.89K	0.03%	336
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	–	1666
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

KGP

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

MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Avior Wealth Management's URTH Position: Q3 2026 in Review

Avior Wealth Management reduced its iShares MSCI World ETF (URTH) stake by 0.27% in Q3 2026, selling an estimated $2.89K and leaving 5,265 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #336.

Avior Wealth Management first reported a position in URTH in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.68M in Q4 2022. 14 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

Avior Wealth Management held 5,265 shares of iShares MSCI World ETF worth $1.09M as of Q3 2026.
Avior Wealth Management sold 14 iShares MSCI World ETF shares in Q3 2026, an estimated $2.89K.
iShares MSCI World ETF made up 0.03% of Avior Wealth Management's portfolio in Q3 2026, its #336 holding.
Avior Wealth Management first reported a position in iShares MSCI World ETF in Q3 2022 and has held it in 16 quarters since.
Avior Wealth Management's iShares MSCI World ETF position peaked at $3.68M in Q4 2022.
14 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.