Cetera Investment Advisers’s iShares MSCI World ETF URTH Stock Holding History

Cetera Investment Advisers’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	$14M	Sell	68,996 -11,450	-14%	-$2.27M	0.01%	949
2026 Q1	$14.5M	Sell	80,446 -7,350	-8%	-$1.38M	0.02%	848
2025 Q4	$16.3M	Buy	87,796 +11,679	+15%	+$2.15M	0.02%	757
2025 Q3	$13.8M	Buy	76,117 +1,882	+3%	+$329K	0.02%	817
2025 Q2	$12.6M	Sell	74,235 -4,592	-6%	-$725K	0.02%	707
2025 Q1	$12.1M	Buy	78,827 +42,963	+120%	+$6.8M	0.02%	675
2024 Q4	$5.58M	Buy	35,864 +11,055	+45%	+$1.75M	0.01%	980
2024 Q3	$3.89M	Buy	24,809 +4,197	+20%	+$632K	0.01%	1149
2024 Q2	$3.04M	Sell	20,612 -796	-4%	-$115K	0.01%	1275
2024 Q1	$3.1M	Buy	21,408 +17,198	+409%	+$2.37M	0.01%	1262
2023 Q4	$560K	Buy	+4,210	New	+$525K	﹤0.01%	1431
2023 Q1	–	Sell	-2,852	Closed	-$312K	–	2249
2022 Q4	$312K	Buy	+2,852	New	+$310K	﹤0.01%	1645

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

Cetera Investment Advisers's URTH Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares MSCI World ETF (URTH) stake by 14% in Q2 2026, selling an estimated $2.27M and leaving 68,996 shares worth $14M. The position accounts for 0.01% of the portfolio, ranked #949.

Cetera Investment Advisers first reported a position in URTH in Q4 2022 and has held it in 12 quarters since. The position peaked at $16.3M in Q4 2025. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Cetera Investment Advisers held 68,996 shares of iShares MSCI World ETF worth $14M as of Q2 2026.
Cetera Investment Advisers sold 11,450 iShares MSCI World ETF shares in Q2 2026, an estimated $2.27M.
iShares MSCI World ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #949 holding.
Cetera Investment Advisers first reported a position in iShares MSCI World ETF in Q4 2022 and has held it in 12 quarters since.
Cetera Investment Advisers's iShares MSCI World ETF position peaked at $16.3M in Q4 2025.
273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.