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Independent Financial Group’s iShares MSCI World ETF URTH Stock Holding History

Independent Financial Group’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 		$322K Hold
1,590
– – 0.01% 1205
2026
Q1 		$286K Hold
1,590
– – 0.01% 1186
2025
Q4 		$295K Buy
1,590
+13
+0.8% +$2.39K 0.01% 1158
2025
Q3 		$286K Hold
1,577
– – 0.01% 1114
2025
Q2 		$267K Hold
1,577
– – 0.01% 1087
2025
Q1 		$242K Hold
1,577
– – 0.01% 1023
2024
Q4 		$245K Buy
+1,577
New +$249K 0.01% 981

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

Independent Financial Group's URTH Position: Q2 2026 in Review

Independent Financial Group held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 1,590 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #1205.

Independent Financial Group first reported a position in URTH in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Independent Financial Group held 1,590 shares of iShares MSCI World ETF worth $322K as of Q2 2026.
  • Independent Financial Group left its iShares MSCI World ETF share count unchanged in Q2 2026.
  • iShares MSCI World ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1205 holding.
  • Independent Financial Group first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 7 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.