Focus Partners Advisor Solutions’s iShares MSCI World ETF URTH Stock Holding History

Focus Partners Advisor Solutions’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	-1,650	Closed	-$307K	–	1364
2025 Q4	$307K	Buy	+1,650	New	+$304K	﹤0.01%	880
2025 Q3	–	Sell	-1,650	Closed	-$279K	–	1291
2025 Q2	$279K	Hold	1,650	–	–	﹤0.01%	893
2025 Q1	$253K	Hold	1,650	–	–	﹤0.01%	826
2024 Q4	$257K	Buy	+1,650	New	+$261K	﹤0.01%	653

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

Focus Partners Advisor Solutions's URTH Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of iShares MSCI World ETF (URTH) in Q1 2026, closing a stake of 1,650 shares — an estimated $307K sold.

Focus Partners Advisor Solutions first reported a position in URTH in Q4 2024 and held it in 4 quarters. The position peaked at $307K in Q4 2025. 269 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Focus Partners Advisor Solutions reported no remaining iShares MSCI World ETF position as of Q1 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 1,650 iShares MSCI World ETF shares in Q1 2026, an estimated $307K.
Focus Partners Advisor Solutions first reported a position in iShares MSCI World ETF in Q4 2024 and held it in 4 quarters.
Focus Partners Advisor Solutions's iShares MSCI World ETF position peaked at $307K in Q4 2025.
269 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.