EverSource Wealth Advisors’s iShares MSCI World ETF URTH Stock Holding History

EverSource Wealth 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	$1.22K	Hold	6	–	–	﹤0.01%	3901
2026 Q1	$1.08K	Hold	6	–	–	﹤0.01%	3832
2025 Q4	$1.11K	Hold	6	–	–	﹤0.01%	3677
2025 Q3	$1.09K	Hold	6	–	–	﹤0.01%	3740
2025 Q2	$1.02K	Hold	6	–	–	﹤0.01%	3734
2025 Q1	$919	Sell	6 -1,557	-100%	-$247K	﹤0.01%	3259
2024 Q4	$243K	Buy	+1,563	New	+$247K	0.01%	582
2023 Q2	–	Sell	-114	Closed	-$13.4K	–	2612
2023 Q1	$13.4K	Hold	114	–	–	﹤0.01%	1244
2022 Q4	$12.5K	Buy	+114	New	+$12.4K	﹤0.01%	1252

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

EverSource Wealth Advisors's URTH Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 6 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

EverSource Wealth Advisors first reported a position in URTH in Q4 2022 and has held it in 9 quarters since. The position peaked at $243K in Q4 2024. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

EverSource Wealth Advisors held 6 shares of iShares MSCI World ETF worth $1.22K as of Q2 2026.
EverSource Wealth Advisors left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3901 holding.
EverSource Wealth Advisors first reported a position in iShares MSCI World ETF in Q4 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's iShares MSCI World ETF position peaked at $243K in Q4 2024.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.