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RDA Financial Network’s iShares MSCI World ETF URTH Stock Holding History

RDA Financial Network’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 		– Sell
-2,357
Closed -$428K – 272
2025
Q3 		$428K Sell
2,357
-4
-0.2% -$699 0.11% 167
2025
Q2 		$400K Buy
2,361
+30
+1% +$4.74K 0.11% 171
2025
Q1 		$357K Buy
+2,331
New +$369K 0.11% 167

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 $12.4B AUM 25.9% 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

RDA Financial Network's URTH Position: Q4 2025 in Review

RDA Financial Network sold out of iShares MSCI World ETF (URTH) in Q4 2025, closing a stake of 2,357 shares — an estimated $428K sold.

RDA Financial Network first reported a position in URTH in Q1 2025 and held it in 3 quarters. The position peaked at $428K in Q3 2025. 259 funds tracked by Wall St. Rank hold URTH as of Q4 2025.

  • RDA Financial Network reported no remaining iShares MSCI World ETF position as of Q4 2025 after selling out during the quarter.
  • RDA Financial Network sold 2,357 iShares MSCI World ETF shares in Q4 2025, an estimated $428K.
  • RDA Financial Network first reported a position in iShares MSCI World ETF in Q1 2025 and held it in 3 quarters.
  • RDA Financial Network's iShares MSCI World ETF position peaked at $428K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2025.

Based on RDA Financial Network's 13F filing for Q4 2025, filed 6 Jan 2026.