Retirement Income Solutions’s iShares MSCI World ETF URTH Stock Holding History

Retirement Income 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 Q2	$717K	Hold	3,985	–	–	0.12%	65
2026 Q1	$717K	Hold	3,985	–	–	0.12%	64
2025 Q4	$740K	Hold	3,985	–	–	0.13%	64
2025 Q3	$724K	Hold	3,985	–	–	0.12%	64
2025 Q2	$675K	Hold	3,985	–	–	0.12%	69
2025 Q1	$610K	Hold	3,985	–	–	0.13%	66
2024 Q4	$620K	Hold	3,985	–	–	0.13%	63
2024 Q3	$625K	Hold	3,985	–	–	0.14%	66
2024 Q2	$588K	Hold	3,985	–	–	0.14%	68
2024 Q1	$577K	Hold	3,985	–	–	0.13%	72
2023 Q4	$530K	Hold	3,985	–	–	0.13%	70
2023 Q3	$479K	Hold	3,985	–	–	0.13%	72
2023 Q2	$496K	Hold	3,985	–	–	0.13%	80
2023 Q1	$469K	Buy	+3,985	New	+$457K	0.14%	79

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 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

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

Retirement Income Solutions's URTH Position: Q2 2026 in Review

Retirement Income Solutions held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 3,985 shares worth $717K. The position accounts for 0.12% of the portfolio, ranked #65.

Retirement Income Solutions first reported a position in URTH in Q1 2023 and has held it in 14 quarters since. The position peaked at $740K in Q4 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Retirement Income Solutions held 3,985 shares of iShares MSCI World ETF worth $717K as of Q2 2026.
Retirement Income Solutions left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up 0.12% of Retirement Income Solutions's portfolio in Q2 2026, its #65 holding.
Retirement Income Solutions first reported a position in iShares MSCI World ETF in Q1 2023 and has held it in 14 quarters since.
Retirement Income Solutions's iShares MSCI World ETF position peaked at $740K in Q4 2025.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.