Horst & Graben Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Horst & Graben Wealth Management’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	$326K	Hold	1,614	–	–	0.04%	157
2026 Q1	$315K	Hold	1,614	–	–	0.04%	149
2025 Q4	$300K	Hold	1,614	–	–	0.05%	138
2025 Q3	$293K	Hold	1,614	–	–	0.04%	142
2025 Q2	$273K	Hold	1,614	–	–	0.05%	139
2025 Q1	$247K	Hold	1,614	–	–	0.04%	140
2024 Q4	$251K	Hold	1,614	–	–	0.04%	136
2024 Q3	$253K	Hold	1,614	–	–	0.05%	127
2024 Q2	$238K	Sell	1,614 -11	-0.7%	-$1.59K	0.05%	130
2024 Q1	$235K	Hold	1,625	–	–	0.05%	128
2023 Q4	$216K	Buy	+1,625	New	+$203K	0.05%	128
2023 Q3	–	Sell	-1,651	Closed	-$206K	–	143
2023 Q2	$206K	Buy	+1,651	New	+$198K	0.05%	125
2022 Q2	–	Sell	-1,651	Closed	-$212K	–	142
2022 Q1	$212K	Sell	1,651 -3,365	-67%	-$428K	0.05%	127
2021 Q4	$679K	Buy	5,016 +174	+4%	+$23.1K	0.17%	63
2021 Q3	$612K	Buy	4,842 +3,204	+196%	+$415K	0.17%	63
2021 Q2	$207K	Buy	+1,638	New	+$204K	0.06%	130

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

Horst & Graben Wealth Management's URTH Position: Q2 2026 in Review

Horst & Graben Wealth Management held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 1,614 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #157.

Horst & Graben Wealth Management first reported a position in URTH in Q2 2021 and has held it in 16 quarters since. The position peaked at $679K in Q4 2021. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Horst & Graben Wealth Management held 1,614 shares of iShares MSCI World ETF worth $326K as of Q2 2026.
Horst & Graben Wealth Management left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up 0.04% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #157 holding.
Horst & Graben Wealth Management first reported a position in iShares MSCI World ETF in Q2 2021 and has held it in 16 quarters since.
Horst & Graben Wealth Management's iShares MSCI World ETF position peaked at $679K in Q4 2021.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.