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Centaurus Financial’s iShares MSCI World ETF URTH Stock Holding History

Centaurus Financial’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
Q1 		$111K Hold
614
– – 0.01% 994
2025
Q4 		$114K Sell
614
-20
-3% -$3.68K 0.01% 986
2025
Q3 		$115K Buy
+634
New +$111K 0.01% 975
2018
Q3 		– Sell
-1,350
Closed -$118K – 1961
2018
Q2 		$118K Buy
+1,350
New +$120K 0.02% 656

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Centaurus Financial's URTH Position: Q1 2026 in Review

Centaurus Financial held its iShares MSCI World ETF (URTH) position steady in Q1 2026 at 614 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #994.

Centaurus Financial first reported a position in URTH in Q2 2018 and has held it in 4 quarters since. The position peaked at $118K in Q2 2018. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Centaurus Financial held 614 shares of iShares MSCI World ETF worth $111K as of Q1 2026.
  • Centaurus Financial left its iShares MSCI World ETF share count unchanged in Q1 2026.
  • iShares MSCI World ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #994 holding.
  • Centaurus Financial first reported a position in iShares MSCI World ETF in Q2 2018 and has held it in 4 quarters since.
  • Centaurus Financial's iShares MSCI World ETF position peaked at $118K in Q2 2018.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.