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Farther Finance Advisors’s iShares MSCI World ETF URTH Stock Holding History

Farther Finance 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
Q3 		$324K Sell
1,569
-610
-28% -$126K ﹤0.01% 1920
2026
Q2 		$442K Sell
2,179
-47
-2% -$9.3K ﹤0.01% 1645
2026
Q1 		$405K Buy
2,226
+1,798
+420% +$337K ﹤0.01% 1544
2025
Q4 		$79.5K Buy
+428
New +$78.7K ﹤0.01% 2489

Other funds holding URTH

KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors's URTH Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares MSCI World ETF (URTH) stake by 28% in Q3 2026, selling an estimated $126K and leaving 1,569 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Farther Finance Advisors first reported a position in URTH in Q4 2025 and has held it in 4 quarters since. The position peaked at $442K in Q2 2026. 14 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

  • Farther Finance Advisors held 1,569 shares of iShares MSCI World ETF worth $324K as of Q3 2026.
  • Farther Finance Advisors sold 610 iShares MSCI World ETF shares in Q3 2026, an estimated $126K.
  • iShares MSCI World ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1920 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI World ETF in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's iShares MSCI World ETF position peaked at $442K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.