Cerity Partners’s iShares MSCI World ETF URTH Stock Holding History

Cerity Partners’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	$1.09M	Hold	5,375	–	–	﹤0.01%	1948
2026 Q1	$968K	Hold	5,375	–	–	﹤0.01%	1879
2025 Q4	$998K	Buy	5,375 +1	+0%	+$184	﹤0.01%	1726
2025 Q3	$976K	Hold	5,374	–	–	﹤0.01%	1610
2025 Q2	$910K	Hold	5,374	–	–	﹤0.01%	1559
2025 Q1	$823K	Hold	5,374	–	–	﹤0.01%	1512
2024 Q4	$836K	Buy	5,374 +1	+0%	+$158	﹤0.01%	1501
2024 Q3	$843K	Sell	5,373 -12	-0.2%	-$1.81K	﹤0.01%	1484
2024 Q2	$794K	Hold	5,385	–	–	﹤0.01%	1330
2024 Q1	$751K	Sell	5,385 -1,738	-24%	-$240K	﹤0.01%	1410
2023 Q4	$948K	Sell	7,123 -3,911	-35%	-$488K	﹤0.01%	1006
2023 Q3	$1.33M	Buy	11,034 +5,347	+94%	+$666K	0.01%	678
2023 Q2	$708K	Sell	5,687 -7,973	-58%	-$957K	﹤0.01%	1046
2023 Q1	$1.61M	Buy	13,660 +285	+2%	+$32.7K	﹤0.01%	792
2022 Q4	$1.46M	Hold	13,375	–	–	0.01%	596
2022 Q3	$1.34M	Buy	13,375 +4,259	+47%	+$473K	0.02%	448
2022 Q2	$974K	Sell	9,116 -3,241	-26%	-$377K	0.01%	557
2022 Q1	$1.58M	Hold	12,357	–	–	0.02%	369
2021 Q4	$1.67M	Buy	+12,357	New	+$1.64M	0.03%	351

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cerity Partners's URTH Position: Q2 2026 in Review

Cerity Partners held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 5,375 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Cerity Partners first reported a position in URTH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.67M in Q4 2021. 260 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Cerity Partners held 5,375 shares of iShares MSCI World ETF worth $1.09M as of Q2 2026.
Cerity Partners left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1948 holding.
Cerity Partners first reported a position in iShares MSCI World ETF in Q4 2021 and has held it in 19 quarters since.
Cerity Partners's iShares MSCI World ETF position peaked at $1.67M in Q4 2021.
260 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.