Sunbelt Securities’s iShares MSCI World ETF URTH Stock Holding History

Sunbelt Securities’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	$31.1K	Hold	173	–	–	﹤0.01%	1162
2025 Q4	$32.1K	Hold	173	–	–	﹤0.01%	1121
2025 Q3	$31.4K	Hold	173	–	–	﹤0.01%	1129
2025 Q2	$26.9K	Hold	173	–	–	﹤0.01%	1092
2025 Q1	$26.5K	Hold	173	–	–	﹤0.01%	1054
2024 Q4	$27K	Hold	173	–	–	﹤0.01%	1093
2024 Q3	$27.1K	Buy	+173	New	+$26.1K	﹤0.01%	1086

Other funds holding URTH

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Sunbelt Securities's URTH Position: Q1 2026 in Review

Sunbelt Securities held its iShares MSCI World ETF (URTH) position steady in Q1 2026 at 173 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Sunbelt Securities first reported a position in URTH in Q3 2024 and has held it in 7 quarters since. The position peaked at $32.1K in Q4 2025. 269 funds tracked by Wall St. Rank hold URTH as of Q1 2026.

Sunbelt Securities held 173 shares of iShares MSCI World ETF worth $31.1K as of Q1 2026.
Sunbelt Securities left its iShares MSCI World ETF share count unchanged in Q1 2026.
iShares MSCI World ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1162 holding.
Sunbelt Securities first reported a position in iShares MSCI World ETF in Q3 2024 and has held it in 7 quarters since.
Sunbelt Securities's iShares MSCI World ETF position peaked at $32.1K in Q4 2025.
269 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.