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

LLI

LTS Liquid Investments Nassau $187M AUM

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

AAG

Asset Advisory Group Kinnelon, New Jersey $229M AUM

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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. 31 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.
31 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.