Sequoia Financial Advisors’s iShares MSCI World ETF URTH Stock Holding History

Sequoia Financial Advisors’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	$4.04M	Sell	19,918 -744	-4%	-$147K	0.02%	390
2026 Q1	$3.72M	Sell	20,662 -1,256	-6%	-$235K	0.02%	391
2025 Q4	$4.07M	Buy	21,918 +1	+0%	+$184	0.02%	370
2025 Q3	$3.98M	Sell	21,917 -345	-2%	-$60.3K	0.02%	348
2025 Q2	$3.77M	Buy	22,262 +5,053	+29%	+$798K	0.03%	333
2025 Q1	$2.64M	Buy	+17,209	New	+$2.72M	0.02%	385

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

Sequoia Financial Advisors's URTH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI World ETF (URTH) stake by 3.6% in Q2 2026, selling an estimated $147K and leaving 19,918 shares worth $4.04M. The position accounts for 0.02% of the portfolio, ranked #390.

Sequoia Financial Advisors first reported a position in URTH in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.07M in Q4 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

Sequoia Financial Advisors held 19,918 shares of iShares MSCI World ETF worth $4.04M as of Q2 2026.
Sequoia Financial Advisors sold 744 iShares MSCI World ETF shares in Q2 2026, an estimated $147K.
iShares MSCI World ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #390 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI World ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's iShares MSCI World ETF position peaked at $4.07M in Q4 2025.
274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.