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Mission Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Mission Wealth Management’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 		$475K Hold
2,641
– – 0.01% 507
2025
Q4 		$491K Hold
2,641
– – 0.01% 495
2025
Q3 		$480K Hold
2,641
– – 0.01% 498
2025
Q2 		$447K Hold
2,641
– – 0.01% 498
2025
Q1 		$405K Hold
2,641
– – 0.01% 508
2024
Q4 		$411K Hold
2,641
– – 0.01% 476
2024
Q3 		$414K Hold
2,641
– – 0.01% 466
2024
Q2 		$390K Hold
2,641
– – 0.01% 472
2024
Q1 		$383K Hold
2,641
– – 0.01% 498
2023
Q4 		$351K Hold
2,641
– – 0.01% 445
2023
Q3 		$317K Hold
2,641
– – 0.01% 437
2023
Q2 		$329K Hold
2,641
– – 0.01% 437
2023
Q1 		$311K Hold
2,641
– – 0.01% 440
2022
Q4 		$289K Hold
2,641
– – 0.01% 429
2022
Q3 		$264K Hold
2,641
– – 0.01% 420
2022
Q2 		$282K Hold
2,641
– – 0.01% 403
2022
Q1 		$338K Hold
2,641
– – 0.02% 391
2021
Q4 		$357K Buy
+2,641
New +$351K 0.02% 390

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Mission Wealth Management's URTH Position: Q1 2026 in Review

Mission Wealth Management held its iShares MSCI World ETF (URTH) position steady in Q1 2026 at 2,641 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #507.

Mission Wealth Management first reported a position in URTH in Q4 2021 and has held it in 18 quarters since. The position peaked at $491K in Q4 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Mission Wealth Management held 2,641 shares of iShares MSCI World ETF worth $475K as of Q1 2026.
  • Mission Wealth Management left its iShares MSCI World ETF share count unchanged in Q1 2026.
  • iShares MSCI World ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #507 holding.
  • Mission Wealth Management first reported a position in iShares MSCI World ETF in Q4 2021 and has held it in 18 quarters since.
  • Mission Wealth Management's iShares MSCI World ETF position peaked at $491K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.