Financial Engines Advisors
URTH icon

Financial Engines Advisors’s iShares MSCI World ETF URTH Stock Holding History

Financial Engines 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 		$207K Buy
+1,020
New +$202K ﹤0.01% 544
2026
Q1 		– Sell
-1,080
Closed -$201K – 562
2025
Q4 		$201K Sell
1,080
-170
-14% -$31.3K ﹤0.01% 528
2025
Q3 		$227K Hold
1,250
– – ﹤0.01% 511
2025
Q2 		$212K Sell
1,250
-716
-36% -$113K ﹤0.01% 499
2025
Q1 		$301K Hold
1,966
– – ﹤0.01% 374
2024
Q4 		$306K Sell
1,966
-7
-0.4% -$1.11K ﹤0.01% 382
2024
Q3 		$310K Sell
1,973
-23
-1% -$3.46K ﹤0.01% 329
2024
Q2 		$294K Sell
1,996
-2
-0.1% -$288 ﹤0.01% 308
2024
Q1 		$290K Sell
1,998
-167
-8% -$23K ﹤0.01% 299
2023
Q4 		$288K Buy
2,165
+142
+7% +$17.7K ﹤0.01% 272
2023
Q3 		$243K Sell
2,023
-992
-33% -$124K ﹤0.01% 262
2023
Q2 		$375K Buy
3,015
+963
+47% +$116K ﹤0.01% 230
2023
Q1 		$241K Sell
2,052
-9,050
-82% -$1.04M ﹤0.01% 260
2022
Q4 		$1.21M Buy
11,102
+8,540
+333% +$927K ﹤0.01% 155
2022
Q3 		$256K Sell
2,562
-1,773
-41% -$197K ﹤0.01% 255
2022
Q2 		$463K Buy
+4,335
New +$505K ﹤0.01% 206

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
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

Financial Engines Advisors's URTH Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 1,020 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in URTH as recently as Q4 2025.

Financial Engines Advisors first reported a position in URTH in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q4 2022. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Financial Engines Advisors held 1,020 shares of iShares MSCI World ETF worth $207K as of Q2 2026.
  • iShares MSCI World ETF was a new Financial Engines Advisors position in Q2 2026.
  • iShares MSCI World ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #544 holding.
  • Financial Engines Advisors first reported a position in iShares MSCI World ETF in Q2 2022 and has held it in 16 quarters since.
  • Financial Engines Advisors's iShares MSCI World ETF position peaked at $1.21M in Q4 2022.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.