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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
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 $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

Summit Financial's URTH Position: Q1 2026 in Review

Summit Financial reduced its iShares MSCI World ETF (URTH) stake by 0.34% in Q1 2026, selling an estimated $936 and leaving 1,458 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Summit Financial first reported a position in URTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $272K in Q4 2025. 266 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

  • Summit Financial held 1,458 shares of iShares MSCI World ETF worth $262K as of Q1 2026.
  • Summit Financial sold 5 iShares MSCI World ETF shares in Q1 2026, an estimated $936.
  • iShares MSCI World ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1246 holding.
  • Summit Financial first reported a position in iShares MSCI World ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's iShares MSCI World ETF position peaked at $272K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.