Retirement Planning Group (Kansas)’s iShares MSCI World ETF URTH Stock Holding History

Retirement Planning Group (Kansas)’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	$1.46M	Sell	7,189 -38	-0.5%	-$7.52K	0.04%	186
2026 Q1	$1.3M	Sell	7,227 -9	-0.1%	-$1.68K	0.04%	181
2025 Q4	$1.34M	Hold	7,236	–	–	0.04%	161
2025 Q3	$1.31M	Hold	7,236	–	–	0.05%	156
2025 Q2	$1.23M	Sell	7,236 -32	-0.4%	-$5.05K	0.05%	126
2025 Q1	$1.11M	Sell	7,268 -116	-2%	-$18.4K	0.05%	120
2024 Q4	$1.15M	Sell	7,384 -108	-1%	-$17.1K	0.06%	116
2024 Q3	$1.18M	Sell	7,492 -138	-2%	-$20.8K	0.06%	113
2024 Q2	$1.13M	Sell	7,630 -1,213	-14%	-$175K	0.07%	96
2024 Q1	$1.28M	Sell	8,843 -495	-5%	-$68.3K	0.1%	82
2023 Q4	$1.24M	Sell	9,338 -553	-6%	-$68.9K	0.11%	64
2023 Q3	$1.19M	Sell	9,891 -80	-0.8%	-$9.97K	0.13%	54
2023 Q2	$1.24M	Sell	9,971 -2,596	-21%	-$312K	0.12%	54
2023 Q1	$1.48M	Sell	12,567 -14	-0.1%	-$1.61K	0.16%	48
2022 Q4	$1.37M	Sell	12,581 -434	-3%	-$47.1K	0.16%	51
2022 Q3	$1.3M	Sell	13,015 -1,218	-9%	-$135K	0.16%	45
2022 Q2	$1.52M	Sell	14,233 -5,240	-27%	-$610K	0.19%	33
2022 Q1	$2.5M	Sell	19,473 -547	-3%	-$69.5K	0.27%	28
2021 Q4	$2.71M	Sell	20,020 -250	-1%	-$33.2K	0.26%	24
2021 Q3	$2.56M	Sell	20,270 -1,898	-9%	-$246K	0.29%	23
2021 Q2	$2.81M	Buy	+22,168	New	+$2.76M	0.32%	24

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 Planning Group (Kansas)'s URTH Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares MSCI World ETF (URTH) stake by 0.53% in Q2 2026, selling an estimated $7.52K and leaving 7,189 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #186.

Retirement Planning Group (Kansas) first reported a position in URTH in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.81M in Q2 2021. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Retirement Planning Group (Kansas) held 7,189 shares of iShares MSCI World ETF worth $1.46M as of Q2 2026.
Retirement Planning Group (Kansas) sold 38 iShares MSCI World ETF shares in Q2 2026, an estimated $7.52K.
iShares MSCI World ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #186 holding.
Retirement Planning Group (Kansas) first reported a position in iShares MSCI World ETF in Q2 2021 and has held it in 21 quarters since.
Retirement Planning Group (Kansas)'s iShares MSCI World ETF position peaked at $2.81M in Q2 2021.
273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.