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Resolute Wealth Advisor’s iShares MSCI World ETF URTH Stock Holding History

Resolute Wealth Advisor’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 		$701K Sell
3,894
-33
-0.8% -$6.53K 0.4% 39
2026
Q1 		$707K Buy
+3,927
New +$735K 0.4% 38
2025
Q2 		$701K Buy
+3,894
New +$615K 0.4% 39

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Resolute Wealth Advisor's URTH Position: Q2 2026 in Review

Resolute Wealth Advisor reduced its iShares MSCI World ETF (URTH) stake by 0.84% in Q2 2026, selling an estimated $6.53K and leaving 3,894 shares worth $701K. The position accounts for 0.4% of the portfolio, ranked #39.

Resolute Wealth Advisor first reported a position in URTH in Q2 2025 and has held it in 3 quarters since. The position peaked at $707K in Q1 2026. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Resolute Wealth Advisor held 3,894 shares of iShares MSCI World ETF worth $701K as of Q2 2026.
  • Resolute Wealth Advisor sold 33 iShares MSCI World ETF shares in Q2 2026, an estimated $6.53K.
  • iShares MSCI World ETF made up 0.4% of Resolute Wealth Advisor's portfolio in Q2 2026, its #39 holding.
  • Resolute Wealth Advisor first reported a position in iShares MSCI World ETF in Q2 2025 and has held it in 3 quarters since.
  • Resolute Wealth Advisor's iShares MSCI World ETF position peaked at $707K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Resolute Wealth Advisor's 13F filing for Q2 2026, filed 19 Aug 2026.