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Rehmann Capital Advisory Group’s iShares MSCI World ETF URTH Stock Holding History

Rehmann Capital Advisory Group’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 		$419K Hold
2,328
– – 0.02% 446
2025
Q4 		$432K Sell
2,328
-22
-0.9% -$4.05K 0.02% 429
2025
Q3 		$427K Sell
2,350
-23
-1% -$4.02K 0.02% 415
2025
Q2 		$402K Hold
2,373
– – 0.02% 402
2025
Q1 		$363K Sell
2,373
-5
-0.2% -$792 0.02% 439
2024
Q4 		$370K Hold
2,378
– – 0.02% 421
2024
Q3 		$373K Buy
2,378
+93
+4% +$14K 0.02% 408
2024
Q2 		$337K Sell
2,285
-93
-4% -$13.4K 0.02% 416
2024
Q1 		$345K Sell
2,378
-71
-3% -$9.79K 0.03% 408
2023
Q4 		$326K Buy
2,449
+71
+3% +$8.85K 0.03% 407
2023
Q3 		$286K Sell
2,378
-9
-0.4% -$1.12K 0.03% 413
2023
Q2 		$297K Sell
2,387
-13
-0.5% -$1.56K 0.03% 425
2023
Q1 		$282K Sell
2,400
-885
-27% -$101K 0.03% 431
2022
Q4 		$359K Buy
3,285
+855
+35% +$92.8K 0.04% 364
2022
Q3 		$243K Sell
2,430
-84
-3% -$9.32K 0.03% 434
2022
Q2 		$269K Buy
2,514
+104
+4% +$12.1K 0.03% 400
2022
Q1 		$309K Sell
2,410
-1,085
-31% -$138K 0.03% 399
2021
Q4 		$473K Buy
3,495
+33
+1% +$4.38K 0.04% 321
2021
Q3 		$438K Hold
3,462
– – 0.04% 349
2021
Q2 		$438K Sell
3,462
-18
-0.5% -$2.24K 0.04% 340
2021
Q1 		$412K Hold
3,480
– – 0.04% 335
2020
Q4 		$391K Sell
3,480
-830
-19% -$88K 0.04% 310
2020
Q3 		$429K Sell
4,310
-115
-3% -$11.3K 0.05% 270
2020
Q2 		$408K Sell
4,425
-10,381
-70% -$906K 0.06% 274
2020
Q1 		$1.15M Buy
+14,806
New +$1.37M 0.19% 97

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 $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 $9.38B AUM 33.37% 1-Year Est. Return

Rehmann Capital Advisory Group's URTH Position: Q1 2026 in Review

Rehmann Capital Advisory Group held its iShares MSCI World ETF (URTH) position steady in Q1 2026 at 2,328 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #446.

Rehmann Capital Advisory Group first reported a position in URTH in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.15M in Q1 2020. 267 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Rehmann Capital Advisory Group held 2,328 shares of iShares MSCI World ETF worth $419K as of Q1 2026.
  • Rehmann Capital Advisory Group left its iShares MSCI World ETF share count unchanged in Q1 2026.
  • iShares MSCI World ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #446 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares MSCI World ETF in Q1 2020 and has held it in 25 quarters since.
  • Rehmann Capital Advisory Group's iShares MSCI World ETF position peaked at $1.15M in Q1 2020.
  • 267 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.