Investments & Financial Planning LLC’s iShares MSCI World ETF URTH Stock Holding History

Investments & Financial Planning LLC’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 Q1	$10.1M	Buy	55,849 +1,514	+3%	+$283K	5.47%	7
2025 Q4	$10.1M	Sell	54,335 -603	-1%	-$111K	5.42%	7
2025 Q3	$9.97M	Buy	54,938 +443	+0.8%	+$77.4K	5.39%	6
2025 Q2	$9.23M	Buy	54,495 +3,280	+6%	+$518K	5.32%	6
2025 Q1	$7.85M	Buy	51,215 +1,606	+3%	+$254K	5.1%	6
2024 Q4	$7.71M	Buy	49,609 +2,046	+4%	+$324K	4.75%	6
2024 Q3	$7.46M	Buy	47,563 +566	+1%	+$85.2K	4.73%	6
2024 Q2	$6.93M	Buy	46,997 +1,143	+2%	+$165K	4.65%	7
2024 Q1	$6.64M	Buy	45,854 +1,285	+3%	+$177K	4.55%	7
2023 Q4	$5.93M	Buy	44,569 +19,781	+80%	+$2.47M	4.44%	8
2023 Q3	$2.98M	Buy	24,788 +3,224	+15%	+$402K	2.66%	11
2023 Q2	$2.69M	Buy	21,564 +3,278	+18%	+$393K	2.33%	10
2023 Q1	$2.15M	Buy	18,286 +4,558	+33%	+$523K	1.97%	11
2022 Q4	$1.5M	Buy	+13,728	New	+$1.49M	1.47%	13
2022 Q2	$578K	Buy	+5,405	New	+$629K	0.6%	21

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Investments & Financial Planning LLC's URTH Position: Q1 2026 in Review

Investments & Financial Planning LLC increased its iShares MSCI World ETF (URTH) stake by 2.8% in Q1 2026, buying an estimated $283K and bringing the position to 55,849 shares worth $10.1M. The position accounts for 5.47% of the portfolio, ranked #7.

Investments & Financial Planning LLC first reported a position in URTH in Q2 2022 and has held it in 15 quarters since. The position peaked at $10.1M in Q4 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Investments & Financial Planning LLC held 55,849 shares of iShares MSCI World ETF worth $10.1M as of Q1 2026.
Investments & Financial Planning LLC bought 1,514 iShares MSCI World ETF shares in Q1 2026, an estimated $283K.
iShares MSCI World ETF made up 5.47% of Investments & Financial Planning LLC's portfolio in Q1 2026, its #7 holding.
Investments & Financial Planning LLC first reported a position in iShares MSCI World ETF in Q2 2022 and has held it in 15 quarters since.
Investments & Financial Planning LLC's iShares MSCI World ETF position peaked at $10.1M in Q4 2025.
266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q1 2026, filed 11 May 2026.