First Heartland Consultants’s iShares MSCI World ETF URTH Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-1,604	Closed	-$298K	–	576
2025 Q4	$298K	Sell	1,604 -141	-8%	-$25.9K	0.02%	419
2025 Q3	$317K	Buy	1,745 +115	+7%	+$20.1K	0.03%	392
2025 Q2	$276K	Buy	+1,630	New	+$257K	0.02%	403
2024 Q2	–	Sell	-2,372	Closed	-$344K	–	465
2024 Q1	$344K	Buy	+2,372	New	+$327K	0.04%	310

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

First Heartland Consultants's URTH Position: Q1 2026 in Review

First Heartland Consultants sold out of iShares MSCI World ETF (URTH) in Q1 2026, closing a stake of 1,604 shares — an estimated $298K sold.

First Heartland Consultants first reported a position in URTH in Q1 2024 and held it in 4 quarters. The position peaked at $344K in Q1 2024. 270 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

First Heartland Consultants reported no remaining iShares MSCI World ETF position as of Q1 2026 after selling out during the quarter.
First Heartland Consultants sold 1,604 iShares MSCI World ETF shares in Q1 2026, an estimated $298K.
First Heartland Consultants first reported a position in iShares MSCI World ETF in Q1 2024 and held it in 4 quarters.
First Heartland Consultants's iShares MSCI World ETF position peaked at $344K in Q1 2024.
270 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on First Heartland Consultants's 13F filing for Q1 2026, filed 8 Apr 2026.