CI
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CX Institutional’s iShares MSCI World ETF URTH Stock Holding History

CX Institutional’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 		$819K Sell
4,040
-259
-6% -$51.2K 0.02% 363
2026
Q1 		$774K Sell
4,299
-15
-0.3% -$2.81K 0.02% 375
2025
Q4 		$801K Sell
4,314
-579
-12% -$107K 0.02% 313
2025
Q3 		$888K Sell
4,893
-148
-3% -$25.9K 0.03% 318
2025
Q2 		$854K Sell
5,041
-324
-6% -$51.2K 0.03% 286
2025
Q1 		$822K Sell
5,365
-887
-14% -$140K 0.03% 299
2024
Q4 		$972K Sell
6,252
-74
-1% -$11.7K 0.04% 263
2024
Q3 		$993K Sell
6,326
-326,610
-98% -$49.2M 0.04% 290
2024
Q2 		$49.1M Sell
332,936
-11,166
-3% -$1.61M 2.3% 2
2024
Q1 		$49.9M Buy
344,102
+274,787
+396% +$37.9M 2.4% 2
2023
Q4 		$9.22M Sell
69,315
-151,862
-69% -$18.9M 0.49% 57
2023
Q3 		$26.6M Buy
+221,177
New +$27.6M 1.46% 11
2023
Q2 		– Sell
-1,827
Closed -$216K – 540
2023
Q1 		$216K Sell
1,827
-165,826
-99% -$19M 0.01% 462
2022
Q4 		$18.3M Sell
167,653
-29,892
-15% -$3.24M 1.11% 19
2022
Q3 		$19.7M Buy
197,545
+129,883
+192% +$14.4M 1.37% 13
2022
Q2 		$7.23M Sell
67,662
-92,218
-58% -$10.7M 0.55% 43
2022
Q1 		$20.5M Buy
159,880
+48,494
+44% +$6.16M 1.64% 10
2021
Q4 		$15.1M Buy
111,386
+3,160
+3% +$420K 1.2% 15
2021
Q3 		$13.7M Sell
108,226
-5,834
-5% -$757K 1.12% 18
2021
Q2 		$14.4M Buy
114,060
+48,925
+75% +$6.09M 1.19% 15
2021
Q1 		$7.72M Sell
65,135
-67,997
-51% -$7.89M 0.69% 37
2020
Q4 		$15M Sell
133,132
-33,509
-20% -$3.55M 1.44% 10
2020
Q3 		$16.6M Buy
166,641
+30,242
+22% +$2.98M 1.79% 6
2020
Q2 		$12.6M Sell
136,399
-99,360
-42% -$8.68M 1.65% 11
2020
Q1 		$18.4M Buy
235,759
+44,628
+23% +$4.12M 3% 6
2019
Q4 		$18.9M Sell
191,131
-11,082
-5% -$1.05M 3.3% 4
2019
Q3 		$18.6M Buy
202,213
+19,892
+11% +$1.81M 3% 3
2019
Q2 		$16.6M Buy
182,321
+31,356
+21% +$2.82M 2.63% 6
2019
Q1 		$13.4M Buy
150,965
+91,820
+155% +$7.85M 2.36% 3
2018
Q4 		$4.67M Sell
59,145
-20,361
-26% -$1.73M 0.98% 35
2018
Q3 		$7.3M Buy
79,506
+6,076
+8% +$548K 2.41% 6
2018
Q2 		$6.42M Buy
+73,430
New +$6.51M 2.37% 6

Other funds holding URTH

LLI
LTS Liquid Investments Nassau $187M AUM
KGP
Keystone Global Partners Denver, Colorado $265M AUM 22.65% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
AAG
Asset Advisory Group Kinnelon, New Jersey $229M AUM
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CX Institutional's URTH Position: Q2 2026 in Review

CX Institutional reduced its iShares MSCI World ETF (URTH) stake by 6% in Q2 2026, selling an estimated $51.2K and leaving 4,040 shares worth $819K. The position accounts for 0.02% of the portfolio, ranked #363.

CX Institutional first reported a position in URTH in Q2 2018 and has held it in 32 quarters since. The position peaked at $49.9M in Q1 2024. 31 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • CX Institutional held 4,040 shares of iShares MSCI World ETF worth $819K as of Q2 2026.
  • CX Institutional sold 259 iShares MSCI World ETF shares in Q2 2026, an estimated $51.2K.
  • iShares MSCI World ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #363 holding.
  • CX Institutional first reported a position in iShares MSCI World ETF in Q2 2018 and has held it in 32 quarters since.
  • CX Institutional's iShares MSCI World ETF position peaked at $49.9M in Q1 2024.
  • 31 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.