IFP Advisors’s iShares MSCI World ETF URTH Stock Holding History

IFP Advisors’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	$4.25K	Hold	21	–	–	﹤0.01%	3879
2026 Q1	$3.78K	Buy	21 +10	+91%	+$1.87K	﹤0.01%	3687
2025 Q4	$2.04K	Hold	11	–	–	﹤0.01%	3827
2025 Q3	$2K	Hold	11	–	–	﹤0.01%	3692
2025 Q2	$1.86K	Hold	11	–	–	﹤0.01%	3927
2025 Q1	$1.69K	Hold	11	–	–	﹤0.01%	3193
2024 Q4	$1.71K	Buy	+11	New	+$1.74K	﹤0.01%	3156
2019 Q1	–	Sell	-231	Closed	-$18K	–	3403
2018 Q4	$18K	Hold	231	–	–	﹤0.01%	2201
2018 Q3	$21K	Sell	231 -83	-26%	-$7.49K	﹤0.01%	2436
2018 Q2	$27K	Hold	314	–	–	﹤0.01%	2298
2018 Q1	$28K	Hold	314	–	–	﹤0.01%	2187
2017 Q4	$28K	Hold	314	–	–	﹤0.01%	2215
2017 Q3	$26K	Hold	314	–	–	﹤0.01%	2435
2017 Q2	$25K	Hold	314	–	–	﹤0.01%	2455
2017 Q1	$24K	Sell	314 -354	-53%	-$27K	﹤0.01%	2387
2016 Q4	$49K	Hold	668	–	–	﹤0.01%	1899
2016 Q3	$49K	Hold	668	–	–	﹤0.01%	1831
2016 Q2	$46K	Buy	+668	New	+$46.7K	﹤0.01%	1819
2016 Q1	–	Sell	-145	Closed	-$10K	–	3408
2015 Q4	$10K	Buy	+145	New	+$10.2K	﹤0.01%	2593

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

IFP Advisors's URTH Position: Q2 2026 in Review

IFP Advisors held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 21 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3879.

IFP Advisors first reported a position in URTH in Q4 2015 and has held it in 19 quarters since. The position peaked at $49K in Q4 2016. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

IFP Advisors held 21 shares of iShares MSCI World ETF worth $4.25K as of Q2 2026.
IFP Advisors left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3879 holding.
IFP Advisors first reported a position in iShares MSCI World ETF in Q4 2015 and has held it in 19 quarters since.
IFP Advisors's iShares MSCI World ETF position peaked at $49K in Q4 2016.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.