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

Gen-Wealth Partners’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	$125K	Hold	617	–	–	0.03%	305
2026 Q1	$111K	Hold	617	–	–	0.04%	315
2025 Q4	$115K	Hold	617	–	–	0.04%	311
2025 Q3	$112K	Hold	617	–	–	0.04%	307
2025 Q2	$105K	Hold	617	–	–	0.04%	276
2025 Q1	$94.5K	Hold	617	–	–	0.04%	278
2024 Q4	$95.9K	Hold	617	–	–	0.04%	290
2024 Q3	$96.4K	Sell	617 -341	-36%	-$51.4K	0.04%	290
2024 Q2	$141K	Hold	958	–	–	0.07%	241
2024 Q1	$139K	Buy	+958	New	+$132K	0.07%	259

Other funds holding URTH

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

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 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 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

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

Gen-Wealth Partners's URTH Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 617 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #305.

Gen-Wealth Partners first reported a position in URTH in Q1 2024 and has held it in 10 quarters since. The position peaked at $141K in Q2 2024. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Gen-Wealth Partners held 617 shares of iShares MSCI World ETF worth $125K as of Q2 2026.
Gen-Wealth Partners left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #305 holding.
Gen-Wealth Partners first reported a position in iShares MSCI World ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's iShares MSCI World ETF position peaked at $141K in Q2 2024.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.