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 Q2	$232K	Sell	1,143 -9	-0.8%	-$1.78K	﹤0.01%	3773
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 $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

Creative Planning's URTH Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI World ETF (URTH) stake by 0.78% in Q2 2026, selling an estimated $1.78K and leaving 1,143 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3773.

Creative Planning first reported a position in URTH in Q4 2023 and has held it in 4 quarters since. The position peaked at $678K in Q4 2023. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Creative Planning held 1,143 shares of iShares MSCI World ETF worth $232K as of Q2 2026.
Creative Planning sold 9 iShares MSCI World ETF shares in Q2 2026, an estimated $1.78K.
iShares MSCI World ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3773 holding.
Creative Planning first reported a position in iShares MSCI World ETF in Q4 2023 and has held it in 4 quarters since.
Creative Planning's iShares MSCI World ETF position peaked at $678K in Q4 2023.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.