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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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
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

Keystone Global Partners's URTH Position: Q2 2026 in Review

Keystone Global Partners increased its iShares MSCI World ETF (URTH) stake by 40% in Q2 2026, buying an estimated $3.97M and bringing the position to 70,495 shares worth $14.3M. The position accounts for 5.4% of the portfolio, ranked #6.

Keystone Global Partners first reported a position in URTH in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Keystone Global Partners held 70,495 shares of iShares MSCI World ETF worth $14.3M as of Q2 2026.
  • Keystone Global Partners bought 20,073 iShares MSCI World ETF shares in Q2 2026, an estimated $3.97M.
  • iShares MSCI World ETF made up 5.4% of Keystone Global Partners's portfolio in Q2 2026, its #6 holding.
  • Keystone Global Partners first reported a position in iShares MSCI World ETF in Q1 2025 and has held it in 6 quarters since.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.