Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares MSCI World ETF URTH Stock Holding History

Cambridge Investment Research 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
Q2 		$3.36M Buy
16,603
+3,707
+29% +$733K 0.01% 1201
2026
Q1 		$2.32M Sell
12,896
-11
-0.1% -$2.06K 0.01% 1485
2025
Q4 		$2.4M Sell
12,907
-8,229
-39% -$1.51M 0.01% 1382
2025
Q3 		$3.84M Sell
21,136
-234
-1% -$40.9K 0.01% 1060
2025
Q2 		$3.62M Buy
21,370
+12,217
+133% +$1.93M 0.01% 1042
2025
Q1 		$1.4M Sell
9,153
-175
-2% -$27.7K ﹤0.01% 1597
2024
Q4 		$1.45M Sell
9,328
-1,957
-17% -$310K ﹤0.01% 1590
2024
Q3 		$1.77M Buy
11,285
+2
+0% +$301 0.01% 1450
2024
Q2 		$1.66M Sell
11,283
-494
-4% -$71.2K 0.01% 1421
2024
Q1 		$1.71M Sell
11,777
-1,592
-12% -$220K 0.01% 1369
2023
Q4 		$1.78M Buy
13,369
+971
+8% +$121K 0.01% 1279
2023
Q3 		$1.49M Sell
12,398
-56
-0.4% -$6.98K 0.01% 1322
2023
Q2 		$1.55M Buy
12,454
+336
+3% +$40.3K 0.01% 1326
2023
Q1 		$1.43M Sell
12,118
-1,516
-11% -$174K 0.01% 1341
2022
Q4 		$1.49M Buy
13,634
+528
+4% +$57.3K 0.01% 1266
2022
Q3 		$1.31M Buy
13,106
+902
+7% +$100K 0.01% 1297
2022
Q2 		$1.3M Sell
12,204
-417
-3% -$48.6K 0.01% 1276
2022
Q1 		$1.62M Buy
12,621
+704
+6% +$89.5K 0.01% 1271
2021
Q4 		$1.61M Buy
11,917
+527
+5% +$70K 0.01% 1272
2021
Q3 		$1.44M Buy
11,390
+649
+6% +$84.2K 0.01% 1276
2021
Q2 		$1.36M Buy
10,741
+234
+2% +$29.1K 0.01% 1328
2021
Q1 		$1.25M Sell
10,507
-3,087
-23% -$358K 0.01% 1287
2020
Q4 		$1.53M Buy
13,594
+270
+2% +$28.6K 0.01% 1068
2020
Q3 		$1.33M Buy
13,324
+4,439
+50% +$438K 0.01% 1023
2020
Q2 		$819K Sell
8,885
-3,583
-29% -$313K 0.01% 1249
2020
Q1 		$972K Buy
12,468
+1,825
+17% +$169K 0.01% 988
2019
Q4 		$1.05M Buy
10,643
+301
+3% +$28.6K 0.01% 1120
2019
Q3 		$949K Sell
10,342
-5,636
-35% -$513K 0.01% 1100
2019
Q2 		$1.45M Buy
15,978
+9,950
+165% +$896K 0.01% 843
2019
Q1 		$535K Sell
6,028
-17
-0.3% -$1.45K 0.01% 1440
2018
Q4 		$477K Buy
6,045
+1,932
+47% +$164K 0.01% 1353
2018
Q3 		$378K Buy
4,113
+684
+20% +$61.7K ﹤0.01% 1633
2018
Q2 		$300K Buy
3,429
+430
+14% +$38.1K ﹤0.01% 1731
2018
Q1 		$261K Sell
2,999
-174
-5% -$15.6K ﹤0.01% 1776
2017
Q4 		$280K Sell
3,173
-196
-6% -$16.9K ﹤0.01% 1703
2017
Q3 		$283K Hold
3,369
– – ﹤0.01% 1585
2017
Q2 		$271K Buy
3,369
+621
+23% +$49.6K ﹤0.01% 1570
2017
Q1 		$214K Hold
2,748
– – ﹤0.01% 1574
2016
Q4 		$201K Buy
+2,748
New +$199K ﹤0.01% 1503

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

Cambridge Investment Research Advisors's URTH Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares MSCI World ETF (URTH) stake by 29% in Q2 2026, buying an estimated $733K and bringing the position to 16,603 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #1201.

Cambridge Investment Research Advisors first reported a position in URTH in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.84M in Q3 2025. 83 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Cambridge Investment Research Advisors held 16,603 shares of iShares MSCI World ETF worth $3.36M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,707 iShares MSCI World ETF shares in Q2 2026, an estimated $733K.
  • iShares MSCI World ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1201 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI World ETF in Q4 2016 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's iShares MSCI World ETF position peaked at $3.84M in Q3 2025.
  • 83 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.