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Clearstead Advisors’s iShares MSCI World ETF URTH Stock Holding History

Clearstead 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 		$25.3K Hold
125
– – ﹤0.01% 1728
2026
Q1 		$22.5K Sell
125
-137
-52% -$25.6K ﹤0.01% 1431
2025
Q4 		$48.7K Hold
262
– – ﹤0.01% 1418
2025
Q3 		$47.6K Buy
262
+136
+108% +$23.8K ﹤0.01% 1303
2025
Q2 		$21.3K Hold
126
– – ﹤0.01% 1599
2025
Q1 		$19.3K Hold
126
– – ﹤0.01% 1434
2024
Q4 		$19.6K Hold
126
– – ﹤0.01% 1396
2024
Q3 		$19.8K Buy
+126
New +$19K ﹤0.01% 1421

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
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

Clearstead Advisors's URTH Position: Q2 2026 in Review

Clearstead Advisors held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 125 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Clearstead Advisors first reported a position in URTH in Q3 2024 and has held it in 8 quarters since. The position peaked at $48.7K in Q4 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Clearstead Advisors held 125 shares of iShares MSCI World ETF worth $25.3K as of Q2 2026.
  • Clearstead Advisors left its iShares MSCI World ETF share count unchanged in Q2 2026.
  • iShares MSCI World ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1728 holding.
  • Clearstead Advisors first reported a position in iShares MSCI World ETF in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's iShares MSCI World ETF position peaked at $48.7K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.