SYM Financial Corp
URTH icon

SYM Financial Corp’s iShares MSCI World ETF URTH Stock Holding History

SYM Financial Corp’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
Q3 		$404K Buy
1,958
+180
+10% +$37.2K 0.03% 207
2026
Q2 		$360K Sell
1,778
-5,291
-75% -$1.05M 0.03% 214
2026
Q1 		$1.27M Buy
7,069
+5,259
+291% +$984K 0.13% 51
2025
Q4 		$336K Buy
1,810
+264
+17% +$48.6K 0.03% 201
2025
Q3 		$281K Hold
1,546
– – 0.03% 234
2025
Q2 		$262K Buy
1,546
+750
+94% +$118K 0.03% 244
2025
Q1 		$122K Buy
796
+9
+1% +$1.42K 0.02% 281
2024
Q4 		$122K Sell
787
-1
-0.1% -$158 0.02% 250
2024
Q3 		$124K Buy
788
+285
+57% +$42.9K 0.02% 197
2024
Q2 		$74.2K Buy
503
+39
+8% +$5.62K 0.01% 190
2024
Q1 		$67.2K Sell
464
-26
-5% -$3.59K 0.01% 120
2023
Q4 		$65.2K Buy
490
+479
+4,355% +$59.7K 0.01% 126
2023
Q3 		$1.32K Buy
11
+3
+38% +$374 ﹤0.01% 182
2023
Q2 		$996 Hold
8
– – ﹤0.01% 117
2023
Q1 		$941 Hold
8
– – ﹤0.01% 104
2022
Q4 		$874 Hold
8
– – ﹤0.01% 117
2022
Q3 		$1K Buy
+8
New +$888 ﹤0.01% 101

Other funds holding URTH

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $333M AUM 2.8% 1-Year Est. Return
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.8B AUM 25.65% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Keystone Global Partners
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

SYM Financial Corp's URTH Position: Q3 2026 in Review

SYM Financial Corp increased its iShares MSCI World ETF (URTH) stake by 10% in Q3 2026, buying an estimated $37.2K and bringing the position to 1,958 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #207.

SYM Financial Corp first reported a position in URTH in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2026. 138 funds tracked by Wall St. Rank hold URTH as of Q3 2026.

  • SYM Financial Corp held 1,958 shares of iShares MSCI World ETF worth $404K as of Q3 2026.
  • SYM Financial Corp bought 180 iShares MSCI World ETF shares in Q3 2026, an estimated $37.2K.
  • iShares MSCI World ETF made up 0.03% of SYM Financial Corp's portfolio in Q3 2026, its #207 holding.
  • SYM Financial Corp first reported a position in iShares MSCI World ETF in Q3 2022 and has held it in 17 quarters since.
  • SYM Financial Corp's iShares MSCI World ETF position peaked at $1.27M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.