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URTH icon

Financial Management Professionals’s iShares MSCI World ETF URTH Stock Holding History

Financial Management Professionals’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 		$12.6K Hold
62
– – ﹤0.01% 548
2026
Q1 		$11.2K Buy
62
+10
+19% +$1.87K ﹤0.01% 514
2025
Q4 		$9.66K Hold
52
– – ﹤0.01% 536
2025
Q3 		$9.44K Hold
52
– – ﹤0.01% 531
2025
Q2 		$8.81K Hold
52
– – ﹤0.01% 561
2025
Q1 		$7.96K Hold
52
– – ﹤0.01% 565
2024
Q4 		$8.09K Buy
52
+3
+6% +$474 ﹤0.01% 543
2024
Q3 		$8K Hold
49
– – ﹤0.01% 570
2024
Q2 		$7K Hold
49
– – ﹤0.01% 545
2024
Q1 		$7K Hold
49
– – ﹤0.01% 608
2023
Q4 		$7K Hold
49
– – ﹤0.01% 616
2023
Q3 		$6K Sell
49
-106
-68% -$13.2K ﹤0.01% 583
2023
Q2 		$19K Buy
155
+106
+216% +$12.7K ﹤0.01% 423
2023
Q1 		$6K Buy
49
+4
+9% +$459 ﹤0.01% 663
2022
Q4 		$5K Buy
+45
New +$4.88K ﹤0.01% 638

Other funds holding URTH

FEM
Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
AAG
Asset Advisory Group Kinnelon, New Jersey $229M AUM
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $208M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BSC
Brown Shipley & Co London, United Kingdom $193M AUM 26.64% 1-Year Est. Return