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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
Q3 		$336K Buy
1,627
+37
+2% +$7.64K 0.01% 1191
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

KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's URTH Position: Q3 2026 in Review

Independent Financial Group increased its iShares MSCI World ETF (URTH) stake by 2.3% in Q3 2026, buying an estimated $7.64K and bringing the position to 1,627 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #1191.

Independent Financial Group first reported a position in URTH in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

  • Independent Financial Group held 1,627 shares of iShares MSCI World ETF worth $336K as of Q3 2026.
  • Independent Financial Group bought 37 iShares MSCI World ETF shares in Q3 2026, an estimated $7.64K.
  • iShares MSCI World ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1191 holding.
  • Independent Financial Group first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 8 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.