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

IFS 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 Q3	$320K	Buy	+1,550	New	+$320K	0.1%	83

Other funds holding URTH

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

LLI

LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IFS Advisors's URTH Position: Q3 2026 in Review

IFS Advisors opened a new position in iShares MSCI World ETF (URTH) in Q3 2026: 1,550 shares worth $320K. The stake represents 0.1% of the portfolio and ranks #83 among its holdings.

198 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

IFS Advisors held 1,550 shares of iShares MSCI World ETF worth $320K as of Q3 2026.
iShares MSCI World ETF was a new IFS Advisors position in Q3 2026.
iShares MSCI World ETF made up 0.1% of IFS Advisors's portfolio in Q3 2026, its #83 holding.
198 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.