LWM Advisory Services’s iShares MSCI World ETF URTH Stock Holding History

LWM Advisory 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 Q1	–	Sell	-3,901	Closed	-$725K	–	87
2025 Q4	$725K	Buy	3,901 +659	+20%	+$121K	0.42%	36
2025 Q3	$589K	Hold	3,242	–	–	0.34%	45
2025 Q2	$549K	Hold	3,242	–	–	0.38%	47
2025 Q1	$497K	Hold	3,242	–	–	0.34%	54
2024 Q4	$504K	Hold	3,242	–	–	0.35%	51
2024 Q3	$509K	Hold	3,242	–	–	0.38%	49
2024 Q2	$478K	Hold	3,242	–	–	0.4%	42
2024 Q1	$470K	Sell	3,242 -2,340	-42%	-$323K	0.38%	49
2023 Q4	$743K	Buy	+5,582	New	+$696K	0.65%	31

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

LWM Advisory Services's URTH Position: Q1 2026 in Review

LWM Advisory Services sold out of iShares MSCI World ETF (URTH) in Q1 2026, closing a stake of 3,901 shares — an estimated $725K sold.

LWM Advisory Services first reported a position in URTH in Q4 2023 and held it in 9 quarters. The position peaked at $743K in Q4 2023. 270 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

LWM Advisory Services reported no remaining iShares MSCI World ETF position as of Q1 2026 after selling out during the quarter.
LWM Advisory Services sold 3,901 iShares MSCI World ETF shares in Q1 2026, an estimated $725K.
LWM Advisory Services first reported a position in iShares MSCI World ETF in Q4 2023 and held it in 9 quarters.
LWM Advisory Services's iShares MSCI World ETF position peaked at $743K in Q4 2023.
270 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.