Roble Belko & Company’s iShares MSCI World ETF URTH Stock Holding History

Roble Belko & Company’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	$3K	Hold	14	–	–	﹤0.01%	381
2026 Q1	$3K	Hold	14	–	–	﹤0.01%	378
2025 Q4	$3K	Hold	14	–	–	﹤0.01%	374
2025 Q3	$3K	Hold	14	–	–	﹤0.01%	343
2025 Q2	$2K	Hold	14	–	–	﹤0.01%	344
2025 Q1	$2K	Hold	14	–	–	﹤0.01%	335
2024 Q4	$2K	Hold	14	–	–	﹤0.01%	314
2024 Q3	$2K	Hold	14	–	–	﹤0.01%	296
2024 Q2	$2K	Hold	14	–	–	﹤0.01%	293
2024 Q1	$2K	Hold	14	–	–	﹤0.01%	289
2023 Q4	$2K	Hold	14	–	–	﹤0.01%	291
2023 Q3	$2K	Hold	14	–	–	﹤0.01%	260
2023 Q2	$2K	Hold	14	–	–	﹤0.01%	263
2023 Q1	$2K	Hold	14	–	–	﹤0.01%	267
2022 Q4	$2K	Hold	14	–	–	﹤0.01%	295
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	307
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	308
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	347
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	315
2021 Q3	$2K	Buy	+14	New	+$1.81K	﹤0.01%	292

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

Roble Belko & Company's URTH Position: Q2 2026 in Review

Roble Belko & Company held its iShares MSCI World ETF (URTH) position steady in Q2 2026 at 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Roble Belko & Company first reported a position in URTH in Q3 2021 and has held it in 20 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Roble Belko & Company held 14 shares of iShares MSCI World ETF worth $3K as of Q2 2026.
Roble Belko & Company left its iShares MSCI World ETF share count unchanged in Q2 2026.
iShares MSCI World ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #381 holding.
Roble Belko & Company first reported a position in iShares MSCI World ETF in Q3 2021 and has held it in 20 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.