Personal CFO Solutions’s iShares MSCI World ETF URTH Stock Holding History

Personal CFO 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
2026 Q1	–	Sell	-2,418	Closed	-$449K	–	566
2025 Q4	$449K	Buy	+2,418	New	+$445K	0.07%	259
2025 Q3	–	Sell	-3,002	Closed	-$508K	–	526
2025 Q2	$508K	Buy	+3,002	New	+$474K	0.09%	220
2023 Q4	–	Sell	-2,098	Closed	-$252K	–	548
2023 Q3	$252K	Buy	+2,098	New	+$261K	0.05%	370
2023 Q1	–	Sell	-4,100	Closed	-$448K	–	506
2022 Q4	$448K	Buy	+4,100	New	+$445K	0.09%	206
2022 Q2	–	Sell	-1,978	Closed	-$253K	–	494
2022 Q1	$253K	Buy	1,978 +455	+30%	+$57.8K	0.05%	380
2021 Q4	$206K	Buy	+1,523	New	+$202K	0.04%	435

Other funds holding URTH

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 Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Personal CFO Solutions's URTH Position: Q1 2026 in Review

Personal CFO Solutions sold out of iShares MSCI World ETF (URTH) in Q1 2026, closing a stake of 2,418 shares — an estimated $449K sold.

Personal CFO Solutions first reported a position in URTH in Q4 2021 and held it in 6 quarters. The position peaked at $508K in Q2 2025. 270 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Personal CFO Solutions reported no remaining iShares MSCI World ETF position as of Q1 2026 after selling out during the quarter.
Personal CFO Solutions sold 2,418 iShares MSCI World ETF shares in Q1 2026, an estimated $449K.
Personal CFO Solutions first reported a position in iShares MSCI World ETF in Q4 2021 and held it in 6 quarters.
Personal CFO Solutions's iShares MSCI World ETF position peaked at $508K in Q2 2025.
270 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.