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StoneX Group’s iShares MSCI World ETF URTH Stock Holding History

StoneX Group’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 		$460K Sell
2,272
-8
-0.4% -$1.58K 0.02% 608
2026
Q1 		$410K Sell
2,280
-702
-24% -$131K 0.02% 474
2025
Q4 		$554K Buy
2,982
+635
+27% +$117K 0.02% 503
2025
Q3 		$426K Hold
2,347
– – 0.02% 591
2025
Q2 		$398K Buy
2,347
+60
+3% +$9.47K 0.02% 571
2025
Q1 		$350K Buy
2,287
+261
+13% +$41.3K 0.02% 573
2024
Q4 		$315K Buy
2,026
+80
+4% +$12.7K 0.02% 585
2024
Q3 		$305K Hold
1,946
– – 0.02% 470
2024
Q2 		$287K Sell
1,946
-278
-13% -$40.1K 0.02% 475
2024
Q1 		$322K Hold
2,224
– – 0.03% 407
2023
Q4 		$296K Sell
2,224
-9
-0.4% -$1.12K 0.03% 417
2023
Q3 		$268K Sell
2,233
-94
-4% -$11.7K 0.03% 439
2023
Q2 		$290K Hold
2,327
– – 0.03% 412
2023
Q1 		$274K Sell
2,327
-2,391
-51% -$274K 0.03% 436
2022
Q4 		$515K Buy
+4,718
New +$512K 0.06% 289
2022
Q3 		– Sell
-2,112
Closed -$226K – 723
2022
Q2 		$226K Buy
2,112
+356
+20% +$41.5K 0.03% 503
2022
Q1 		$225K Buy
1,756
+52
+3% +$6.61K 0.02% 551
2021
Q4 		$231K Buy
+1,704
New +$226K 0.03% 474

Other funds holding URTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Morgan Stanley
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

StoneX Group's URTH Position: Q2 2026 in Review

StoneX Group reduced its iShares MSCI World ETF (URTH) stake by 0.35% in Q2 2026, selling an estimated $1.58K and leaving 2,272 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #608.

StoneX Group first reported a position in URTH in Q4 2021 and has held it in 18 quarters since. The position peaked at $554K in Q4 2025. 274 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • StoneX Group held 2,272 shares of iShares MSCI World ETF worth $460K as of Q2 2026.
  • StoneX Group sold 8 iShares MSCI World ETF shares in Q2 2026, an estimated $1.58K.
  • iShares MSCI World ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #608 holding.
  • StoneX Group first reported a position in iShares MSCI World ETF in Q4 2021 and has held it in 18 quarters since.
  • StoneX Group's iShares MSCI World ETF position peaked at $554K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.