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BFI Infinity’s iShares MSCI World ETF URTH Stock Holding History

BFI Infinity’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 		$363K Hold
1,791
– – 0.11% 53
2026
Q1 		$322K Sell
1,791
-265
-13% -$49.6K 0.17% 52
2025
Q4 		$382K Hold
2,056
– – 0.12% 37
2025
Q3 		$373K Hold
2,056
– – 0.16% 36
2025
Q2 		$348K Buy
+2,056
New +$325K 0.18% 40
2025
Q1 		– Sell
-1,340
Closed -$208K – 60
2024
Q4 		$208K Buy
+1,340
New +$212K 0.23% 42

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

BFI Infinity's URTH Position: Q2 2026 in Review

BFI Infinity held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 1,791 shares worth $363K. The position accounts for 0.11% of the portfolio, ranked #53.

BFI Infinity first reported a position in URTH in Q4 2024 and has held it in 6 quarters since. The position peaked at $382K in Q4 2025. 93 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • BFI Infinity held 1,791 shares of iShares MSCI World ETF worth $363K as of Q2 2026.
  • BFI Infinity left its iShares MSCI World ETF share count unchanged in Q2 2026.
  • iShares MSCI World ETF made up 0.11% of BFI Infinity's portfolio in Q2 2026, its #53 holding.
  • BFI Infinity first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 6 quarters since.
  • BFI Infinity's iShares MSCI World ETF position peaked at $382K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on BFI Infinity's 13F filing for Q2 2026, filed 10 Jul 2026.