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Jaffetilchin Investment Partners’s iShares MSCI World ETF URTH Stock Holding History

Jaffetilchin Investment Partners’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 		$476K Hold
2,647
– – 0.03% 277
2025
Q4 		$492K Buy
2,647
+21
+0.8% +$3.86K 0.03% 270
2025
Q3 		$477K Buy
2,626
+1
+0% +$175 0.03% 285
2025
Q2 		$445K Buy
2,625
+20
+0.8% +$3.16K 0.03% 274
2025
Q1 		$399K Hold
2,605
– – 0.03% 275
2024
Q4 		$405K Sell
2,605
-76
-3% -$12K 0.03% 261
2024
Q3 		$421K Hold
2,681
– – 0.03% 251
2024
Q2 		$395K Buy
2,681
+21
+0.8% +$3.03K 0.03% 249
2024
Q1 		$385K Hold
2,660
– – 0.03% 251
2023
Q4 		$354K Buy
2,660
+22
+0.8% +$2.74K 0.03% 256
2023
Q3 		$317K Hold
2,638
– – 0.04% 254
2023
Q2 		$328K Buy
2,638
+25
+1% +$3K 0.03% 265
2023
Q1 		$307K Hold
2,613
– – 0.03% 283
2022
Q4 		$285K Sell
2,613
-1,360
-34% -$148K 0.03% 284
2022
Q3 		$397K Hold
3,973
– – 0.05% 212
2022
Q2 		$425K Buy
3,973
+37
+0.9% +$4.31K 0.05% 204
2022
Q1 		$438K Buy
3,936
+2
+0.1% +$254 0.05% 205
2021
Q4 		$532K Buy
3,934
+28
+0.7% +$3.72K 0.05% 206
2021
Q3 		$494K Sell
3,906
-4,147
-51% -$538K 0.05% 204
2021
Q2 		$960K Buy
8,053
+4,178
+108% +$520K 0.07% 173
2021
Q1 		$459K Sell
3,875
-272
-7% -$31.6K 0.05% 208
2020
Q4 		$466K Buy
4,147
+29
+0.7% +$3.08K 0.07% 169
2020
Q3 		$410K Sell
4,118
-80
-2% -$7.89K 0.08% 156
2020
Q2 		$387K Sell
4,198
-139
-3% -$12.1K 0.09% 152
2020
Q1 		$338K Sell
4,337
-1,192
-22% -$110K 0.12% 112
2019
Q4 		$546K Buy
5,529
+468
+9% +$44.5K 0.12% 114
2019
Q3 		$465K Buy
5,061
+65
+1% +$5.92K 0.11% 123
2019
Q2 		$455K Buy
4,996
+2,216
+80% +$200K 0.11% 140
2019
Q1 		$247K Buy
2,780
+202
+8% +$17.3K 0.05% 241
2018
Q4 		$203K Buy
+2,578
New +$219K 0.05% 243

Other funds holding URTH

Royal Bank of Canada
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Toronto Dominion Bank
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 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

Jaffetilchin Investment Partners's URTH Position: Q1 2026 in Review

Jaffetilchin Investment Partners held its iShares MSCI World ETF (URTH) position steady in Q1 2026 at 2,647 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #277.

Jaffetilchin Investment Partners first reported a position in URTH in Q4 2018 and has held it in 30 quarters since. The position peaked at $960K in Q2 2021. 268 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Jaffetilchin Investment Partners held 2,647 shares of iShares MSCI World ETF worth $476K as of Q1 2026.
  • Jaffetilchin Investment Partners left its iShares MSCI World ETF share count unchanged in Q1 2026.
  • iShares MSCI World ETF made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #277 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares MSCI World ETF in Q4 2018 and has held it in 30 quarters since.
  • Jaffetilchin Investment Partners's iShares MSCI World ETF position peaked at $960K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.