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Fischer Investment Strategies’s iShares MSCI World ETF URTH Stock Holding History

Fischer Investment Strategies’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 		$2.37M Sell
11,702
-6,298
-35% -$1.25M 1.13% 20
2026
Q1 		$3.24M Sell
18,000
-6,006
-25% -$1.12M 1.89% 17
2025
Q4 		$4.46M Sell
24,006
-3,927
-14% -$722K 2.6% 15
2025
Q3 		$5.07M Sell
27,933
-25,010
-47% -$4.37M 3.04% 13
2025
Q2 		$8.97M Buy
52,943
+6,230
+13% +$984K 6.02% 5
2025
Q1 		$7.16M Buy
+46,713
New +$7.4M 5.27% 5

Other funds holding URTH

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Fischer Investment Strategies's URTH Position: Q2 2026 in Review

Fischer Investment Strategies reduced its iShares MSCI World ETF (URTH) stake by 35% in Q2 2026, selling an estimated $1.25M and leaving 11,702 shares worth $2.37M. The position accounts for 1.13% of the portfolio, ranked #20.

Fischer Investment Strategies first reported a position in URTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.97M in Q2 2025. 151 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Fischer Investment Strategies held 11,702 shares of iShares MSCI World ETF worth $2.37M as of Q2 2026.
  • Fischer Investment Strategies sold 6,298 iShares MSCI World ETF shares in Q2 2026, an estimated $1.25M.
  • iShares MSCI World ETF made up 1.13% of Fischer Investment Strategies's portfolio in Q2 2026, its #20 holding.
  • Fischer Investment Strategies first reported a position in iShares MSCI World ETF in Q1 2025 and has held it in 6 quarters since.
  • Fischer Investment Strategies's iShares MSCI World ETF position peaked at $8.97M in Q2 2025.
  • 151 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.