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Paladin Partners’s iShares MSCI World ETF URTH Stock Holding History

Paladin Partners’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
Q3 		$20.6K Hold
100
– – 0.01% 104
2026
Q2 		$20.3K Hold
100
– – 0.01% 110
2026
Q1 		$18K Hold
100
– – 0.01% 114
2025
Q4 		$18.6K Buy
+100
New +$18.4K 0.01% 113

Other funds holding URTH

KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
ML
MTCO Ltd Nassau $155M AUM 36.49% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Paladin Partners's URTH Position: Q3 2026 in Review

Paladin Partners held its iShares MSCI World ETF (URTH) position steady in Q3 2026 at 100 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #104.

Paladin Partners first reported a position in URTH in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

  • Paladin Partners held 100 shares of iShares MSCI World ETF worth $20.6K as of Q3 2026.
  • Paladin Partners left its iShares MSCI World ETF share count unchanged in Q3 2026.
  • iShares MSCI World ETF made up 0.01% of Paladin Partners's portfolio in Q3 2026, its #104 holding.
  • Paladin Partners first reported a position in iShares MSCI World ETF in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.