Keystone Global Partners’s iShares MSCI World ETF URTH Stock Holding History

Keystone Global 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 Q3	$33.5M	Buy	162,406 +91,911	+130%	+$19M	12.03%	1
2026 Q2	$14.3M	Buy	70,495 +20,073	+40%	+$3.97M	5.4%	6
2026 Q1	$9.08M	Buy	50,422 +17,543	+53%	+$3.28M	4.03%	9
2025 Q4	$6.11M	Buy	32,879 +11,347	+53%	+$2.09M	2.69%	13
2025 Q3	$3.91M	Buy	21,532 +21,408	+17,265%	+$3.74M	1.99%	16
2025 Q2	$21.2K	Buy	124 +82	+195%	+$12.9K	0.01%	98
2025 Q1	$6.59K	Buy	+42	New	+$6.65K	﹤0.01%	127

Other funds holding URTH

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AAG

Asset Advisory Group Kinnelon, New Jersey $232M AUM 16.51% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Keystone Global Partners's URTH Position: Q3 2026 in Review

Keystone Global Partners increased its iShares MSCI World ETF (URTH) stake by 130% in Q3 2026, buying an estimated $19M and bringing the position to 162,406 shares worth $33.5M. The position accounts for 12.03% of the portfolio, ranked #1.

Keystone Global Partners first reported a position in URTH in Q1 2025 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

Keystone Global Partners held 162,406 shares of iShares MSCI World ETF worth $33.5M as of Q3 2026.
Keystone Global Partners bought 91,911 iShares MSCI World ETF shares in Q3 2026, an estimated $19M.
iShares MSCI World ETF made up 12.03% of Keystone Global Partners's portfolio in Q3 2026, its #1 holding.
Keystone Global Partners first reported a position in iShares MSCI World ETF in Q1 2025 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.