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Brown Shipley & Co’s iShares MSCI World ETF URTH Stock Holding History

Brown Shipley & Co’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 		$167K Buy
808
+418
+107% +$86.3K 0.08% 44
2026
Q2 		$79K Buy
+390
New +$77.2K 0.04% 50

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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 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

Brown Shipley & Co's URTH Position: Q3 2026 in Review

Brown Shipley & Co increased its iShares MSCI World ETF (URTH) stake by 107% in Q3 2026, buying an estimated $86.3K and bringing the position to 808 shares worth $167K. The position accounts for 0.08% of the portfolio, ranked #44.

Brown Shipley & Co first reported a position in URTH in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

  • Brown Shipley & Co held 808 shares of iShares MSCI World ETF worth $167K as of Q3 2026.
  • Brown Shipley & Co bought 418 iShares MSCI World ETF shares in Q3 2026, an estimated $86.3K.
  • iShares MSCI World ETF made up 0.08% of Brown Shipley & Co's portfolio in Q3 2026, its #44 holding.
  • Brown Shipley & Co first reported a position in iShares MSCI World ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.