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 Q2	$11.6M	Buy	57,341 +1,492	+3%	+$295K	5.5%	6
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 $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

Investments & Financial Planning LLC's URTH Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its iShares MSCI World ETF (URTH) stake by 2.7% in Q2 2026, buying an estimated $295K and bringing the position to 57,341 shares worth $11.6M. The position accounts for 5.5% of the portfolio, ranked #6.

Investments & Financial Planning LLC first reported a position in URTH in Q2 2022 and has held it in 16 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Investments & Financial Planning LLC held 57,341 shares of iShares MSCI World ETF worth $11.6M as of Q2 2026.
Investments & Financial Planning LLC bought 1,492 iShares MSCI World ETF shares in Q2 2026, an estimated $295K.
iShares MSCI World ETF made up 5.5% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #6 holding.
Investments & Financial Planning LLC first reported a position in iShares MSCI World ETF in Q2 2022 and has held it in 16 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.