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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Focus Partners Wealth's URTH Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares MSCI World ETF (URTH) stake by 0.38% in Q1 2026, buying an estimated $3.93K and bringing the position to 5,519 shares worth $994K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Focus Partners Wealth first reported a position in URTH in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2024. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Focus Partners Wealth held 5,519 shares of iShares MSCI World ETF worth $994K as of Q1 2026.
Focus Partners Wealth bought 21 iShares MSCI World ETF shares in Q1 2026, an estimated $3.93K.
iShares MSCI World ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1626 holding.
Focus Partners Wealth first reported a position in iShares MSCI World ETF in Q1 2024 and has held it in 8 quarters since.
Focus Partners Wealth's iShares MSCI World ETF position peaked at $1.43M in Q2 2024.
266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.