Insigneo Advisory Services’s iShares MSCI World ETF URTH Stock Holding History

Insigneo Advisory Services’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	$1.08M	Buy	+5,305	New	+$1.05M	0.04%	300
2025 Q1	–	Sell	-2,599	Closed	-$404K	–	682
2024 Q4	$404K	Buy	2,599 +324	+14%	+$51.2K	0.04%	343
2024 Q3	$357K	Buy	+2,275	New	+$343K	0.04%	396
2023 Q3	–	Sell	-3,719	Closed	-$464K	–	398
2023 Q2	$464K	Buy	+3,719	New	+$446K	0.09%	211

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

Insigneo Advisory Services's URTH Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in iShares MSCI World ETF (URTH) in Q2 2026: 5,305 shares worth $1.08M. The stake represents 0.04% of the portfolio and ranks #300 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in URTH as recently as Q4 2024.

Insigneo Advisory Services first reported a position in URTH in Q2 2023 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Insigneo Advisory Services held 5,305 shares of iShares MSCI World ETF worth $1.08M as of Q2 2026.
iShares MSCI World ETF was a new Insigneo Advisory Services position in Q2 2026.
iShares MSCI World ETF made up 0.04% of Insigneo Advisory Services's portfolio in Q2 2026, its #300 holding.
Insigneo Advisory Services first reported a position in iShares MSCI World ETF in Q2 2023 and has held it in 4 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.