Kestra Private Wealth Services’s iShares MSCI World ETF URTH Stock Holding History

Kestra Private Wealth 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	$972K	Buy	4,795 +753	+19%	+$149K	0.01%	915
2026 Q1	$728K	Buy	+4,042	New	+$757K	0.01%	1007
2023 Q1	–	Sell	-2,111	Closed	-$231K	–	1092
2022 Q4	$231K	Buy	+2,111	New	+$229K	0.01%	753

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

Kestra Private Wealth Services's URTH Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares MSCI World ETF (URTH) stake by 19% in Q2 2026, buying an estimated $149K and bringing the position to 4,795 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #915.

Kestra Private Wealth Services first reported a position in URTH in Q4 2022 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Kestra Private Wealth Services held 4,795 shares of iShares MSCI World ETF worth $972K as of Q2 2026.
Kestra Private Wealth Services bought 753 iShares MSCI World ETF shares in Q2 2026, an estimated $149K.
iShares MSCI World ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #915 holding.
Kestra Private Wealth Services first reported a position in iShares MSCI World ETF in Q4 2022 and has held it in 3 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.