Sagespring Wealth Partners’s iShares MSCI World ETF URTH Stock Holding History

Sagespring Wealth Partners’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	$666K	Buy	3,286 +45	+1%	+$8.9K	0.01%	453
2026 Q1	$583K	Sell	3,241 -187	-5%	-$35K	0.01%	458
2025 Q4	$637K	Buy	3,428 +86	+3%	+$15.8K	0.01%	414
2025 Q3	$607K	Sell	3,342 -21	-0.6%	-$3.67K	0.01%	418
2025 Q2	$570K	Sell	3,363 -891	-21%	-$141K	0.01%	402
2025 Q1	$652K	Buy	4,254 +278	+7%	+$44K	0.02%	330
2024 Q4	$618K	Buy	+3,976	New	+$629K	0.02%	305

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

Sagespring Wealth Partners's URTH Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares MSCI World ETF (URTH) stake by 1.4% in Q2 2026, buying an estimated $8.9K and bringing the position to 3,286 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #453.

Sagespring Wealth Partners first reported a position in URTH in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Sagespring Wealth Partners held 3,286 shares of iShares MSCI World ETF worth $666K as of Q2 2026.
Sagespring Wealth Partners bought 45 iShares MSCI World ETF shares in Q2 2026, an estimated $8.9K.
iShares MSCI World ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #453 holding.
Sagespring Wealth Partners first reported a position in iShares MSCI World ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.