Nisa Investment Advisors’s iShares MSCI World ETF URTH Stock Holding History

Nisa Investment Advisors’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	$304K	Hold	1,500	–	–	﹤0.01%	1109
2026 Q1	$270K	Hold	1,500	–	–	﹤0.01%	1121
2025 Q4	$279K	Hold	1,500	–	–	﹤0.01%	1147
2025 Q3	$272K	Hold	1,500	–	–	﹤0.01%	1176
2025 Q2	$254K	Hold	1,500	–	–	﹤0.01%	1157
2025 Q1	$230K	Hold	1,500	–	–	﹤0.01%	1198
2024 Q4	$233K	Hold	1,500	–	–	﹤0.01%	1249
2024 Q3	$235K	Hold	1,500	–	–	﹤0.01%	1237
2024 Q2	$221K	Hold	1,500	–	–	﹤0.01%	1282
2024 Q1	$217K	Hold	1,500	–	–	﹤0.01%	1283
2023 Q4	$200K	Hold	1,500	–	–	﹤0.01%	1277
2023 Q3	$180K	Hold	1,500	–	–	﹤0.01%	1332
2023 Q2	$187K	Hold	1,500	–	–	﹤0.01%	1341
2023 Q1	$177K	Hold	1,500	–	–	﹤0.01%	1332
2022 Q4	$164K	Hold	1,500	–	–	﹤0.01%	1408
2022 Q3	$150K	Hold	1,500	–	–	﹤0.01%	1353
2022 Q2	$160K	Hold	1,500	–	–	﹤0.01%	1365
2022 Q1	$192K	Hold	1,500	–	–	﹤0.01%	1392
2021 Q4	$192K	Hold	1,500	–	–	﹤0.01%	1285
2021 Q3	$190	Hold	1,500	–	–	﹤0.01%	1422
2021 Q2	$190	Hold	1,500	–	–	﹤0.01%	1429
2021 Q1	$178	Hold	1,500	–	–	﹤0.01%	1526
2020 Q4	$169K	Hold	1,500	–	–	﹤0.01%	1537
2020 Q3	$149K	Hold	1,500	–	–	﹤0.01%	1411
2020 Q2	$138K	Buy	+1,500	New	+$131K	﹤0.01%	1367

Other funds holding URTH

SMDAM

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

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

LLI

LTS Liquid Investments Nassau $187M AUM

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Nisa Investment Advisors's URTH Position: Q2 2026 in Review

Nisa Investment Advisors held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 1,500 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Nisa Investment Advisors first reported a position in URTH in Q2 2020 and has held it in 25 quarters since. 160 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Nisa Investment Advisors held 1,500 shares of iShares MSCI World ETF worth $304K as of Q2 2026.
Nisa Investment Advisors left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1109 holding.
Nisa Investment Advisors first reported a position in iShares MSCI World ETF in Q2 2020 and has held it in 25 quarters since.
160 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.