JDM Financial Group’s iShares MSCI World ETF URTH Stock Holding History

JDM 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 Q2	$295K	Hold	1,457	–	–	0.1%	54
2026 Q1	$262K	Hold	1,457	–	–	0.1%	55
2025 Q4	$271K	Hold	1,457	–	–	0.11%	55
2025 Q3	$265K	Hold	1,457	–	–	0.11%	52
2025 Q2	$247K	Hold	1,457	–	–	0.12%	51
2025 Q1	$223K	Hold	1,457	–	–	0.11%	51
2024 Q4	$227K	Sell	1,457 -558	-28%	-$88.3K	0.12%	46
2024 Q3	$316K	Sell	2,015 -1,078	-35%	-$162K	0.17%	40
2024 Q2	$456K	Buy	3,093 +32	+1%	+$4.61K	0.31%	28
2024 Q1	$444K	Buy	+3,061	New	+$422K	0.32%	28

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

JDM Financial Group's URTH Position: Q2 2026 in Review

JDM Financial Group held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 1,457 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #54.

JDM Financial Group first reported a position in URTH in Q1 2024 and has held it in 10 quarters since. The position peaked at $456K in Q2 2024. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

JDM Financial Group held 1,457 shares of iShares MSCI World ETF worth $295K as of Q2 2026.
JDM Financial Group left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up 0.1% of JDM Financial Group's portfolio in Q2 2026, its #54 holding.
JDM Financial Group first reported a position in iShares MSCI World ETF in Q1 2024 and has held it in 10 quarters since.
JDM Financial Group's iShares MSCI World ETF position peaked at $456K in Q2 2024.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.