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

BlackDiamond 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	$511K	Buy	2,434 +516	+27%	+$102K	0.21%	108
2026 Q1	$345K	Buy	1,918 +71	+4%	+$13.3K	0.17%	123
2025 Q4	$354K	Buy	1,847 +578	+46%	+$106K	0.17%	120
2025 Q3	$230K	Buy	+1,269	New	+$222K	0.13%	152
2022 Q2	–	Sell	-2,217	Closed	-$284K	–	129
2022 Q1	$284K	Buy	+2,217	New	+$282K	0.34%	85

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

BlackDiamond Wealth Management's URTH Position: Q2 2026 in Review

BlackDiamond Wealth Management increased its iShares MSCI World ETF (URTH) stake by 27% in Q2 2026, buying an estimated $102K and bringing the position to 2,434 shares worth $511K. The position accounts for 0.21% of the portfolio, ranked #108.

BlackDiamond Wealth Management first reported a position in URTH in Q1 2022 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

BlackDiamond Wealth Management held 2,434 shares of iShares MSCI World ETF worth $511K as of Q2 2026.
BlackDiamond Wealth Management bought 516 iShares MSCI World ETF shares in Q2 2026, an estimated $102K.
iShares MSCI World ETF made up 0.21% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #108 holding.
BlackDiamond Wealth Management first reported a position in iShares MSCI World ETF in Q1 2022 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.