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Guardian Partners’s iShares MSCI World ETF URTH Stock Holding History

Guardian 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 		$98.7K Buy
487
+194
+66% +$38.4K 0.01% 239
2026
Q1 		$553K Buy
+293
New +$54.8K 0.05% 142
2025
Q1 		– Sell
-12,904
Closed -$2.02M – 177
2024
Q4 		$2.02M Buy
+12,904
New +$2.04M 0.21% 85

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

Guardian Partners's URTH Position: Q2 2026 in Review

Guardian Partners increased its iShares MSCI World ETF (URTH) stake by 66% in Q2 2026, buying an estimated $38.4K and bringing the position to 487 shares worth $98.7K. The position accounts for 0.01% of the portfolio, ranked #239.

Guardian Partners first reported a position in URTH in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.02M in Q4 2024. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Guardian Partners held 487 shares of iShares MSCI World ETF worth $98.7K as of Q2 2026.
  • Guardian Partners bought 194 iShares MSCI World ETF shares in Q2 2026, an estimated $38.4K.
  • iShares MSCI World ETF made up 0.01% of Guardian Partners's portfolio in Q2 2026, its #239 holding.
  • Guardian Partners first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 3 quarters since.
  • Guardian Partners's iShares MSCI World ETF position peaked at $2.02M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.