Independent Advisor Alliance’s iShares MSCI World ETF URTH Stock Holding History

Independent Advisor Alliance’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	–	Sell	-2,610	Closed	-$470K	–	1594
2026 Q1	$470K	Buy	+2,610	New	+$488K	0.01%	1135
2025 Q1	–	Sell	-2,802	Closed	-$436K	–	1327
2024 Q4	$436K	Buy	+2,802	New	+$443K	0.01%	999
2020 Q1	–	Sell	-2,643	Closed	-$261K	–	821
2019 Q4	$261K	Buy	+2,643	New	+$252K	0.01%	729

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

Independent Advisor Alliance's URTH Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares MSCI World ETF (URTH) in Q2 2026, closing a stake of 2,610 shares — an estimated $470K sold.

Independent Advisor Alliance first reported a position in URTH in Q4 2019 and held it in 3 quarters. The position peaked at $470K in Q1 2026. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares MSCI World ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 2,610 iShares MSCI World ETF shares in Q2 2026, an estimated $470K.
Independent Advisor Alliance first reported a position in iShares MSCI World ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares MSCI World ETF position peaked at $470K in Q1 2026.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.