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B. Riley Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History

B. Riley Wealth Advisors’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 		$7.4M Sell
35,885
-878
-2% -$181K 0.29% 71
2026
Q2 		$7.4M Buy
36,763
+1,062
+3% +$210K 0.4% 55
2026
Q1 		$6.25M Buy
+35,701
New +$6.68M 0.4% 60

Other funds holding URTH

KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Wealth Enhancement Advisory Services
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

B. Riley Wealth Advisors's URTH Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its iShares MSCI World ETF (URTH) stake by 2.4% in Q3 2026, selling an estimated $181K and leaving 35,885 shares worth $7.4M. The position accounts for 0.29% of the portfolio, ranked #71.

B. Riley Wealth Advisors first reported a position in URTH in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

  • B. Riley Wealth Advisors held 35,885 shares of iShares MSCI World ETF worth $7.4M as of Q3 2026.
  • B. Riley Wealth Advisors sold 878 iShares MSCI World ETF shares in Q3 2026, an estimated $181K.
  • iShares MSCI World ETF made up 0.29% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #71 holding.
  • B. Riley Wealth Advisors first reported a position in iShares MSCI World ETF in Q1 2026 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.