Focus Partners Wealth
URTH icon

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

Focus Partners Wealth’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 		$1.21M Buy
5,961
+442
+8% +$87.4K ﹤0.01% 1571
2026
Q1 		$994K Buy
5,519
+21
+0.4% +$3.93K ﹤0.01% 1626
2025
Q4 		$1.02M Buy
5,498
+900
+20% +$166K ﹤0.01% 1629
2025
Q3 		$835K Hold
4,598
– – ﹤0.01% 1363
2025
Q2 		$779K Buy
4,598
+11
+0.2% +$1.74K ﹤0.01% 1245
2025
Q1 		$703K Buy
4,587
+10
+0.2% +$1.58K ﹤0.01% 1195
2024
Q4 		$712K Buy
+4,577
New +$724K ﹤0.01% 1178
2024
Q3 		– Sell
-9,564
Closed -$1.43M – 1717
2024
Q2 		$1.43M Buy
9,564
+4,819
+102% +$695K ﹤0.01% 715
2024
Q1 		$688K Buy
+4,745
New +$654K 0.01% 665

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
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

Focus Partners Wealth's URTH Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares MSCI World ETF (URTH) stake by 8% in Q2 2026, buying an estimated $87.4K and bringing the position to 5,961 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Focus Partners Wealth first reported a position in URTH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q2 2024. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Focus Partners Wealth held 5,961 shares of iShares MSCI World ETF worth $1.21M as of Q2 2026.
  • Focus Partners Wealth bought 442 iShares MSCI World ETF shares in Q2 2026, an estimated $87.4K.
  • iShares MSCI World ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1571 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI World ETF in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's iShares MSCI World ETF position peaked at $1.43M in Q2 2024.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.