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

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

Financial Management Professionals's URTH Position: Q2 2026 in Review

Financial Management Professionals held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 62 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Financial Management Professionals first reported a position in URTH in Q4 2022 and has held it in 15 quarters since. The position peaked at $19K in Q2 2023. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Financial Management Professionals held 62 shares of iShares MSCI World ETF worth $12.6K as of Q2 2026.
Financial Management Professionals left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #548 holding.
Financial Management Professionals first reported a position in iShares MSCI World ETF in Q4 2022 and has held it in 15 quarters since.
Financial Management Professionals's iShares MSCI World ETF position peaked at $19K in Q2 2023.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.