Creative Planning’s iShares MSCI World ETF URTH Stock Holding History

Creative Planning’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	$207K	Buy	+1,152	New	+$216K	﹤0.01%	3705
2025 Q4	–	Sell	-1,373	Closed	-$249K	–	4118
2025 Q3	$249K	Buy	+1,373	New	+$240K	﹤0.01%	3294
2024 Q1	–	Sell	-5,100	Closed	-$678K	–	3009
2023 Q4	$678K	Buy	+5,100	New	+$636K	﹤0.01%	1489

Other funds holding URTH

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning's URTH Position: Q1 2026 in Review

Creative Planning opened a new position in iShares MSCI World ETF (URTH) in Q1 2026: 1,152 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #3705 among its holdings. This is a return to the name: Creative Planning previously reported a position in URTH as recently as Q3 2025.

Creative Planning first reported a position in URTH in Q4 2023 and has held it in 3 quarters since. The position peaked at $678K in Q4 2023. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Creative Planning held 1,152 shares of iShares MSCI World ETF worth $207K as of Q1 2026.
iShares MSCI World ETF was a new Creative Planning position in Q1 2026.
iShares MSCI World ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3705 holding.
Creative Planning first reported a position in iShares MSCI World ETF in Q4 2023 and has held it in 3 quarters since.
Creative Planning's iShares MSCI World ETF position peaked at $678K in Q4 2023.
266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.