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Summit Financial’s iShares MSCI World ETF URTH Stock Holding History

Summit Financial’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 		$346K Buy
1,707
+249
+17% +$49.3K ﹤0.01% 1255
2026
Q1 		$262K Sell
1,458
-5
-0.3% -$936 ﹤0.01% 1246
2025
Q4 		$272K Buy
1,463
+6
+0.4% +$1.1K ﹤0.01% 1117
2025
Q3 		$265K Buy
+1,457
New +$255K ﹤0.01% 1102

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

Summit Financial's URTH Position: Q2 2026 in Review

Summit Financial increased its iShares MSCI World ETF (URTH) stake by 17% in Q2 2026, buying an estimated $49.3K and bringing the position to 1,707 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Summit Financial first reported a position in URTH in Q3 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold URTH as of Q2 2026.

  • Summit Financial held 1,707 shares of iShares MSCI World ETF worth $346K as of Q2 2026.
  • Summit Financial bought 249 iShares MSCI World ETF shares in Q2 2026, an estimated $49.3K.
  • iShares MSCI World ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1255 holding.
  • Summit Financial first reported a position in iShares MSCI World ETF in Q3 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.