Global Retirement Partners’s iShares MSCI World ETF URTH Stock Holding History

Global Retirement 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
2025 Q4	–	Sell	-1	Closed	-$182	–	4421
2025 Q3	$182	Hold	1	–	–	﹤0.01%	3747
2025 Q2	$169	Buy	+1	New	+$158	﹤0.01%	3685
2024 Q4	$156	Hold	1	–	–	﹤0.01%	3525
2024 Q3	$157	Buy	+1	New	+$151	﹤0.01%	3391
2023 Q2	–	Sell	-71	Closed	-$8.37K	–	3253
2023 Q1	$8.37K	Buy	71 +58	+446%	+$6.65K	﹤0.01%	1985
2022 Q4	$1.42K	Buy	+13	New	+$1.41K	﹤0.01%	2481

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Global Retirement Partners's URTH Position: Q4 2025 in Review

Global Retirement Partners sold out of iShares MSCI World ETF (URTH) in Q4 2025, closing a stake of 1 share — an estimated $182 sold.

Global Retirement Partners first reported a position in URTH in Q4 2022 and held it in 6 quarters. The position peaked at $8.37K in Q1 2023. 260 funds tracked by Wall St. Rank hold URTH as of Q4 2025.

Global Retirement Partners reported no remaining iShares MSCI World ETF position as of Q4 2025 after selling out during the quarter.
Global Retirement Partners sold 1 iShares MSCI World ETF share in Q4 2025, an estimated $182.
Global Retirement Partners first reported a position in iShares MSCI World ETF in Q4 2022 and held it in 6 quarters.
Global Retirement Partners's iShares MSCI World ETF position peaked at $8.37K in Q1 2023.
260 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.