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Steward Partners Investment Advisory’s iShares MSCI World ETF URTH Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$18.5K Buy
103
+28
+37% +$5.24K ﹤0.01% 3268
2025
Q4 		$13.9K Hold
75
– – ﹤0.01% 3299
2025
Q3 		$13.6K Buy
75
+58
+341% +$10.1K ﹤0.01% 3267
2025
Q2 		$2.88K Hold
17
– – ﹤0.01% 3654
2025
Q1 		$2.6K Hold
17
– – ﹤0.01% 3583
2024
Q4 		$2.64K Buy
+17
New +$2.69K ﹤0.01% 3568
2024
Q1 		– Sell
-20,322
Closed -$2.7M – 3678
2023
Q4 		$2.7M Sell
20,322
-416
-2% -$51.9K 0.04% 431
2023
Q3 		$2.49M Sell
20,738
-659
-3% -$82.1K 0.04% 407
2023
Q2 		$2.66M Sell
21,397
-774
-3% -$92.9K 0.04% 408
2023
Q1 		$2.61M Sell
22,171
-777
-3% -$89.1K 0.04% 395
2022
Q4 		$2.51M Buy
22,948
+231
+1% +$25.1K 0.04% 391
2022
Q3 		$2.27M Buy
22,717
+790
+4% +$87.7K 0.04% 391
2022
Q2 		$2.34M Buy
21,927
+1,066
+5% +$124K 0.04% 387
2022
Q1 		$2.67M Buy
20,861
+85
+0.4% +$10.8K 0.04% 392
2021
Q4 		$2.81M Buy
20,776
+509
+3% +$67.6K 0.04% 394
2021
Q3 		$2.56M Sell
20,267
-26
-0.1% -$3.37K 0.04% 392
2021
Q2 		$2.57M Buy
20,293
+366
+2% +$45.5K 0.04% 388
2021
Q1 		$2.36M Buy
19,927
+1,320
+7% +$153K 0.04% 393
2020
Q4 		$2.09M Buy
+18,607
New +$1.97M 0.05% 358

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Steward Partners Investment Advisory's URTH Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares MSCI World ETF (URTH) stake by 37% in Q1 2026, buying an estimated $5.24K and bringing the position to 103 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3268.

Steward Partners Investment Advisory first reported a position in URTH in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.81M in Q4 2021. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Steward Partners Investment Advisory held 103 shares of iShares MSCI World ETF worth $18.5K as of Q1 2026.
  • Steward Partners Investment Advisory bought 28 iShares MSCI World ETF shares in Q1 2026, an estimated $5.24K.
  • iShares MSCI World ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3268 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI World ETF in Q4 2020 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's iShares MSCI World ETF position peaked at $2.81M in Q4 2021.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.