MFG
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Magnus Financial Group’s iShares MSCI World ETF URTH Stock Holding History

Magnus Financial Group’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
-1,530
Closed -$284K – 436
2025
Q4 		$284K Sell
1,530
-68
-4% -$12.5K 0.02% 347
2025
Q3 		$290K Sell
1,598
-1,419
-47% -$248K 0.02% 326
2025
Q2 		$511K Buy
3,017
+26
+0.9% +$4.11K 0.04% 232
2025
Q1 		$458K Buy
2,991
+907
+44% +$144K 0.04% 234
2024
Q4 		$324K Sell
2,084
-35
-2% -$5.54K 0.03% 265
2024
Q3 		$332K Buy
+2,119
New +$319K 0.03% 261

Other funds holding URTH

Royal Bank of Canada
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Toronto Dominion Bank
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
Goldman Sachs New York $1.15T AUM 47.82% 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
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

Magnus Financial Group's URTH Position: Q1 2026 in Review

Magnus Financial Group sold out of iShares MSCI World ETF (URTH) in Q1 2026, closing a stake of 1,530 shares — an estimated $284K sold.

Magnus Financial Group first reported a position in URTH in Q3 2024 and held it in 6 quarters. The position peaked at $511K in Q2 2025. 270 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Magnus Financial Group reported no remaining iShares MSCI World ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 1,530 iShares MSCI World ETF shares in Q1 2026, an estimated $284K.
  • Magnus Financial Group first reported a position in iShares MSCI World ETF in Q3 2024 and held it in 6 quarters.
  • Magnus Financial Group's iShares MSCI World ETF position peaked at $511K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.