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Main Street Financial Solutions’s iShares MSCI World ETF URTH Stock Holding History

Main Street Financial Solutions’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
2025
Q4 		$563K Hold
3,029
– – 0.04% 316
2025
Q3 		$550K Hold
3,029
– – 0.04% 371
2025
Q2 		$513K Buy
+3,029
New +$478K 0.04% 353

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Main Street Financial Solutions's URTH Position: Q4 2025 in Review

Main Street Financial Solutions held its iShares MSCI World ETF (URTH) position steady in Q4 2025 at 3,029 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #316.

Main Street Financial Solutions first reported a position in URTH in Q2 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold URTH as of Q4 2025.

  • Main Street Financial Solutions held 3,029 shares of iShares MSCI World ETF worth $563K as of Q4 2025.
  • Main Street Financial Solutions left its iShares MSCI World ETF share count unchanged in Q4 2025.
  • iShares MSCI World ETF made up 0.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #316 holding.
  • Main Street Financial Solutions first reported a position in iShares MSCI World ETF in Q2 2025 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.